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Guest Speakers: Caroline Coleman Bailey, Founder, Premier Growth, The Business of Family® and Dennis T. Jaffe, PhD, Research Associate, Wise Counsel, PPI Fellow

Host:  John A Warnick, Esq., Founder of Purposeful Planning Institute

Description:  Most families struggle with engagement and communication at some level. Add a family business and geographic dispersion into the mix and it can be even more complicated.  FEAT® helps bridge the gap that may be separating families and bring them back to the table. Join Dennis T. Jaffe Ph.D. and Caroline Coleman Bailey of Premier Growth to discover how FEAT® can be a gamechanger for cultivating a thriving family legacy. The tool is a foundation for proactive planning and designed to anonymously gather stakeholder perceptions in a simple and safe environment, allowing every voice to be heard. For more information visit www.premiergrowth.com/feat

Introduction to Our Guest Speakers

Caroline Coleman Bailey, Founder, Premier Growth, The Business of Family® Caroline Coleman Bailey is a third-generation member of the Gallo family. Following an eighteen-year career in the family business and serving as founding chair of the family council, she pursued her own entrepreneurial spirit. Combining her professional and personal expertise, with her passion for bridging the gap between business and family, she founded Premier Growth, The Business of Family® in 2010. Premier Growth provides modern day solutions for individuals, families, and professionals. She is a published author of Rooted in Family, Honoring the Past While Creating Our Future.

Dennis T. Jaffe, PhD, Research Associate, Wise Counsel, PPI Fellow For over 40 years, Dr. Dennis Jaffe has been one of the leading architects of the field of family enterprise consulting. As both an organizational consultant and clinical psychologist, he helps multi-generational families to develop governance practices that build the capability of next generation leadership and ensure ongoing capability of financial organizations and family offices to serve their family clients. Dennis’s work with families helps inform his training of financial advisors and wealth managers about the knowledge and skills needed to serve their client families. He is an acclaimed speaker and workshop leader in programs for business families and financial service firms. For 35 years, Dennis was professor of Organizational Systems and Psychology at Saybrook University in San Francisco, where he is now professor emeritus. He received his B.A. in Philosophy, M.A. in Management and Ph.D. in Sociology from Yale University.

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