This week, I am delighted to welcome Dr. Dennis Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, trusted advisor to numerous enterprise families, and celebrated author of such iconic books in our industry as the recently published Wealth 3.0: The Future of Family Wealth Advising and Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises.

Dennis shares some of the key findings of his immense catalog of research and thought leadership in the field of family well-being and wealth management, particularly drawing on his ongoing study of the Resilience of 100-Year Family Enterprises. He emphasizes the criticality of positive thinking, motivation, and engagement and the importance of not succumbing to popular negative myths about enterprising families of wealth.

Drawing on his decades of advising successful multigenerational families, Dennis highlights some of the practical tools families can put to work to emulate the success of the enduring, “generative” families he has studied. He has created some of the most widely used tools in the industry, such as The Values Edge and Family Enterprise Assessment Tool (FEAT) and provides tips on when and how families can peruse them.

Dennis also offers some reflections and recommendations for family wealth advisors for how best to serve enterprise families and help them engage their family members across generations in a positive, generative, and inspiring way.

Don’t miss this enlightening conversation with one of the pioneers and best recognized thought leaders of the family wealth advisory profession.