speaking engagements & events
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13November 13, 2020
Creating High-Performance Families: A Virtual Roundtable Discussion
November 13, 2020 –
Join us for a virtual roundtable discussion on what makes a high-performance family. During this Leveraging Lunch program, our panel of experts will share real-life examples and several strategies for success with us so you too can make your family a high-performance family. They will also facilitate small group breakout sessions and create a more intimate setting for you to share your greatest successes along with any challenges you may be facing with other family leaders like you.
Meet Our Panel:
Dr. Jeremy Lurey is the President and CEO of Family Legacy 1st, a Plus Delta Consulting company. Dr. Lurey is a talented and trusted CEO Coach and Family Advisor who helps his clients identify their key objectives and take the necessary actions to achieve those personal and professional goals. With 25 years of progressive experience as a management consultant and organizational psychologist, Dr. Lurey serves clients ranging from multi-generation families of significant wealth to mid-market companies to Fortune 500, multi-national corporations. He has authored several publications on family business, succession planning, organization development, change management, and leadership excellence.
After experiencing the loss of her parents within six weeks of each other, Dr. Carolyn Friend, co-founder of Inheriting Wisdom, took on the responsibility of divvying up their possessions among close family members. It wasn’t until this experience that she realized the greatest family possession was her parents’ wisdom. Dr. Friend is a clinical psychologist, former teacher, national presenter and a local community leader, most notably for the Leadership Circle for the Chicago Chapter of Ellevate (formerly 85 Broads). She also has a Certificate in Family Business Advising from the Family Firm Institute and is the co-author of The Legacy Conversation: the missing gem in wealth planning.
Dr. Jamie Weiner, co-founder of Inheriting Wisdom, is a clinical psychologist with over 40 years’ experience. In addition to his work with individuals and families, he successfully designed structured programs and systems to address the broad range of challenges people face, and is credited to delivering over 100 lectures and workshops. Among his other professional appointments, he serves on the Family Firm Institute’s (FFI) Global Board of Directors and sits as Editing Chair of the FFI Practitioner. Dr. Weiner also holds FFI’s Certificate in Family Business Advising and Family Wealth Advising and is the co-author of The Legacy Conversation: the missing gem in wealth planning.
We are preparing questions from attendees prior to the virtual event. Please send any questions to be shared during this event to Kathleen at KJT@LosAngelesConsultingGroup.com.
We hope you can join us! Please click here for more information
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Our book and cards complement our Family Dynamics Detox and incite conversation about legacy and the sustainability of wealth. They are valuable tools, accompanying
you on your journey to creating a high performance family
Conversation Starters $20.00
Inheriting Wisdom’s Conversation Starters really get things going. This innovative game is designed to stimulate engaging conversation with thought provoking
questions. Each 52-card deck is divided into seven categories. (sales tax not included, plus shipping and handling)
The Legacy Conversation $29.95
The Legacy Conversation brims with anecdotes, insights and practical steps that illustrate how to identify and cultivate your family’s true wealth. This book
redefines traditional wealth planning, and will inspire you to design and implement an intentional legacy plan for your family. (sales tax not included, plus shipping
Exchange PolicyInheriting Wisdom offers exchanges on damaged or defective items. Our exchange policy is 30 days from date of purchase. If you need to exchange a damaged or
defective item, please send us an email at firstname.lastname@example.org or call us at 312-948-5180.