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Guest Speakers: Dr. Jamie Weiner, Co-founder of Inheriting Wisdom & Russ Haworth, Family Business Consultant, The Family Business Partnership

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

Description:  Join us for an interactive session facilitated by Dr. Jamie Weiner and Russ Haworth where we will explore “The Quest for Legitimacy”.  Not a typical workshop about where the rising gen fit in the family business or what to do with the wealth that is coming their way. This workshop is about their experience of growing up around significance.   

This can be difficult and can leave the rising gen wondering how they’ll live up to the achievements of their predecessors.  Our aim is to help advisors break the silence that can leave this group feeling isolated and alienated from their parents’ advisors. This is as true in a 350-year-old family as it is in a second-generation family enterprise.

For the past four and a half years Jamie and Russ have been interviewing rising gen family members from across the globe to hear their experiences of growing up in the ‘Land of Giants’.   Through their partnership with The University of Adelaide they have been able to identify a path that we all take on our Quest for Legitimacy. This workshop will explain ‘The Quest’, the path to establishing legitimacy.

Introduction to Our Guest Speakers

Jamie Weiner is the creator of the Quest for Legitimacy research project and co-founder of Inheriting Wisdom, a family business consultancy firm. He is also the co-author of The Legacy Conversation. His passion is in helping the rising gen, families and their advisors navigate the complexities of their lives. He is an FFI Fellow and former board member. 

Russ Haworth is a UK based specialist family business adviser who has been working with families in business for 15 years. As well as providing dedicated consultancy services to families in business, Russ is also the host of the widely acclaimed Family Business Podcast. Russ is the Co-Director of the Quest for Legitimacy project.

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