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Sowing the Seeds of Wealth 3.0

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September 13th at Noon ET / 11:00am CT (60 minutes)

Guest Speakers: 

Kristin Keffeler, MSM & MAPP Principal, Illumination360, PPI Dean of Positive Psychology
Maureen Kelley, SVP, Director Family Office Services, BOK Financial Private Wealth
Matthew Wesley, JD, MDiv Managing Director, Merrill Lynch Center for Family Wealth Dynamics and Governance, PPI Dean of Family Culture

Host:  James Grubman, PhD, Owner, Family Wealth Consulting, PPI Fellow

Join us for a discussion facilitated by Dr. Jim Grubman on applying a positive approach to family wealth services in different settings.  Ranging from large and mid-financial institutions, to the multi-family office and sole practitioner, the panel will discuss implementation of Wealth 3.0 and the resulting experience.  Jim will be joined by Maureen Kelley, Kristen Keffeler and Matt Wesley.

This meaningful dialogue will address the challenges, successes and potential pitfalls. They will take a collaborative look at what is working in a horizontal and vertical approach to adoption of this financial services paradigm shift.  This year’s Rendezvous experienced the excitement and energy of Wealth 3.0, and the panel explores why it is “going viral.”   You will leave this call with  tools, ideas, and frameworks  that will help you to embrace the change.

Introduction to Our Host

Dr. Jim Grubman has provided services to individuals, couples, and families of wealth for over 30 years. With an international reputation as a valued family advisor, he is often consulted in situations of complexity where psychology, law, finance, medicine and business all come into play to varying degrees. In recognition of his prominence in the industry, Jim and his frequent collaborator, Dennis Jaffe, were honored with the prestigious 2021 Family Wealth Report award for Outstanding Contribution to Thought Leadership.  

Jim is the author of Strangers in Paradise: How Families Adapt to Wealth Across Generations and co-author with Dennis Jaffe, PhD of Cross Cultures: How Global Families Negotiate Change Across Generations, ground-breaking explanations of how individuals and families can adjust to wealth effectively.  His work has been discussed in Malcolm Gladwell’s book, David and Goliath, and has been featured in The Wall Street JournalHarvard Business Review, CNBC, The New York Times, and The Boston Globe. He has published widely in the Journal of Wealth Management, the International Family Offices JournalJournal of Financial Planning, the global family enterprise publication Tharawat Magazine, STEP Journal, and many other media.  

A dynamic sought-after speaker, Jim has presented at national and international conferences including the Heckerling Institute on Estate Planning of the University of Miami School of Law, TIGER21, the Institute for Private Investors, and the Family Firm Institute, among many others. He is a collaborator on the Hundred Year Family Enterprise Project for Wise Counsel Research Associates, studying the practices of global families who have successfully made transitions through at least three generations. He has also served as academic director for the Family Legacy and Wealth Program at the John Molson Executive Centre of Concordia University in Montreal, Quebec, as well as a similar program at Queens University in Kingston, ON, Canada.

Introduction to Our Guest Speakers

Kristin KeffelerKristin Keffeler has dual roles as the founder and principal for Illumination360 and the Chief Learning Officer for the Johnson Financial Group, a multi-family office and wealth management firm based in Denver. She is an advisor and certified professional coach working with enterprising families, families of wealth, and rising generation family members. 

She has specializations in business design, human motivation and behavioral change, family dynamics, family governance, intergenerational collaboration, and the ‘inner work’ of money.  Kristin recently published her research findings on the traits and skills that support a path to thriving for the next generation in ultra-high net worth families, a thesis entitled: Becoming the Rising Generation: Uncovering the Path to Thriving for the Next Generation in Ultra-high Net Worth Families.

Kristin is the fourth child and only daughter of a successful entrepreneurial father and a mother who is a gifted writer. Both modeled for Kristin the roadmap of turning vision-to-action through innovative thinking, big ideas, courageous leaps of faith and daily tenacity.  

As a rising gen leader and a raving fan of her own family of origin, she stands in the shoes of the clients she serves.  She started her firm in 2005 and it has become her ‘living laboratory’ for finding her own path to thriving in the presence of family wealth.

Maureen serves as the Director of Family Office Services at BOK Financial Private Wealth Group.

She brings over thirty-five years of experience serving as a strategic advisor for families of substantial wealth. Maureen has held senior relationship management positions as a financial advisor and private banker at leading financial firms including Smith Barney, Key Private Bank and Wells Fargo Private Bank. Prior to joining BOKF she managed a single family office and a private financial coaching practice working with individuals, couples and families. Her expertise is in comprehensive, integrated wealth management and family dynamics.

Maureen has earned numerous graduate certifications and accreditation in the field of family wealth and leadership. She earned a graduate certification in Financial Therapy at Kansas State University, completed Executive Leadership Education for Women at The Wharton School, and Accredited Wealth Management Advisor through the College of Financial Planning. She is a Certified Financial Therapist through the Financial Therapy Association, a Certified Financial Behavior Specialist and a member of the Financial Psychology Institute. Maureen is certified in Family Wealth Advising through the Family Firm Institute, studied Bowen Family Systems, a member of the Ultra High Net Worth Institute, Family Office Exchange and the Purposeful Planning Institute. Her bachelors degree in education is from the University of Rhode Island.

Matthew Wesley, JD, MDiv

Matthew Wesley is a Director in the Center for Family Wealth Dynamics and Governance. Matt is an internationally recognized practitioner and thought leader on the issues facing financially successful families. His work with client families focuses on catalyzing transformational shifts in their family cultures.  With a career that spans twenty-nine years as an estate planning attorney, family advisor, facilitator, and consultant, he serves families addressing highly complex issues of generational transition and ongoing governance. These issues often affect family enterprise succession, philanthropy and wealth transfer.

Matt holds a JD from Stanford University and M.Div. from Fuller Theological Seminary. He lives near Seattle with his wife, Marcia. They have two grown children and two grandchildren. Matt is an avid reader and hiker. Other interests include film, cooking, and art.

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September 13

@ 12:00 pm

1:00 pm