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In Conversation with Dr.Jim Grubman:Helping Our Clients While Taking Care of Ourselves During Crisis
April 9, 2020 @ 1:00 pm - 2:00 pm EDT
This is an unprecedented time. For many of us, the anxiety - our own and our clients - is palpable and preoccupying. As advisors to family enterprises, we can find ourselves immersed in complex conversations with our clients feeling woefully unprepared and unsure what to say or do. If you are feeling the pressure of caring for your clients, your family, and your business, you are not alone.
Jim Grubman has generously offered to share his perspectives, experiences, and practical recommendations about making it through this very difficult time, including how to take care of ourselves and our families. This conversation, moderated by Ruth Steverlynck, will be open to you to ask questions and participate in the discussion.
Jim reminds us that, during this time, we need to share our emotional reserves with each other, whenever we can. That is what we will all be doing on April 9 at 1:00 pm EDT via Zoom.
Event Details
When
Thursday April 9, 2020
1:00PM - 2:00PM EDT
Where
Online/Webinar
Canada
Contact
Chris Dohnal
cdohnal@family-enterprise-xchange.com
905.337.8375 x 259
Questions?
Submit questions to our presenter, Jim Grubman, ahead of our virtual conversation when registering for the event. Questions will be accepted until end of day, Tuesday, April 7.
Presenters
Dr. James Grubman, Ph.D.
Dr. Jim Grubman of Family Wealth Consulting is an internationally-recognized consultant, speaker, and educator in the multidisciplinary field of family wealth psychology. Dr. Grubman has provided services to individuals, couples, and families for nearly 40 years. In addition to his work with client families, Dr. Grubman has collaborated or consulted with single and multi-family offices, institutional financial firms, and independent wealth management advisory firms. Dr. Grubman is a lecturer and facilitator in Harvard Business School’s “Families in Business: From Generation to Generation” program. Dr. Grubman is the author of Strangers in Paradise: How Families Adapt to Wealth Across Generations, a ground-breaking explanation of how individuals and families can adjust to wealth effectively over time. He is also the co-author of Cross Cultures: How Global Families Negotiate Change Across Generations with colleague Dennis Jaffe, PhD.
Ruth Steverlynck, LL B (hons), FEA
Ruth Steverlynck is a founding partner and Principal with Your Family Enterprise Advisors Inc. She specializes in helping families build the capacity to transition their wealth in a purposeful and meaningful way. Her great passion is working with families to help navigate this complexity – planning for the human/relational aspects of wealth transition, fostering positive communication, managing upsets and developing key competencies needed to realise aspirations.