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Critical to the success of any design-build project is creating and managing a highly-functional, cooperative and collaborative team of internal and external resources to meet the needs of the family. Building such a work team necessitates thoughtful and preemptive conflict resolution processes as well as effective communication strategies. Ben Dattner, Ph.D., will guide participants on how to increase their individual effectiveness by developing a better understanding of the impact of individual psychology and group dynamics on their performance.

Dr. Crace will explore the promises and pitfalls of values-based living from both a personal and family perspective. While research links values to flourishing, there has been little discussion of how values can unintentionally get in the way of our productivity. This workshop will examine these issues and outline a process called “dynamic blueprinting” that can lead advisors on an individual exploration of how to transition from fear-based excellence into achieving authentic excellence.

As the desire to further refine the client experience moves to the forefront of today’s competitive marketplace, the search for qualified and proven talent escalates. While once considered practical to “buy” talent, firms today are re-energizing efforts in the realm of talent development.

As Benjamin Franklin once stated, “If passion drives you, let reason hold the reins.” High net worth individuals often accumulate substantial assets in the form of art, jewelry, wine and as an element of equestrian actives and equine ownership. While the pursuit of these passions can become sound financial investments…they can also add considerable risk if not adequately managed, properly secured and appropriately protected.

One Thousand & One Voices™ is a movement of influential families investing Relational Capital, Intellectual Capital and Patient Financial Capital — or Three-Dimensional Capital™ — to profitably accelerate prosperity in rising markets.