While the benefits of having a family office are many, there are also risks — not only to the business, but also to the family itself. Families and family wealth inherently come with a lot of complexity that can cause conflict, affecting relationships, operations and financial capital.

Kristin Keffeler, Founder of Illumination360 and Chief Learning Officer at Johnson Financial Group; Mindy Kalinowski, Early, Chief Learning Officer at Family Office Exchange; Jeff Strese, Family Learning & Leadership Consultant at Family Office Exchange; and David Shaw, Publishing Director, Family Business Magazine discuss Wealth 3.0 and share a seven-step process to help rising gens live impactful lives. https://vimeo.com/846270581/f3943a58e8