Changing the Family Wealth Discussion: The Implications of Wealth 3.0

Join 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 to discuss Wealth 3.0 and share a seven-step process to help rising gens live impactful lives.

In this new era of wealth management, a more positive, strengths-based approach is emerging with family office leaders, advisors, and practitioners called Wealth 3.0.

As the founder of her advisory practice, a Chief Learning Officer, and a rising gen leader, Kristin Keffeler views the world of family wealth through a unique lens. She is a leader in the Wealth 3.0 movement and builds upon historical practices that still serve the family enterprise while challenging previous assumptions that may inadvertently reinforce a negative approach to wealth transition.

This webinar will explore:

• Maintaining an entrepreneurial culture in a family enterprise
• Incentivizing entrepreneurship in the rising generation
• Managing associated risks and pitfalls

Kristin Keffeler

Founder, Illumination360; Chief Learning Officer, Johnson Financial Group

Kristin Keffeler, MSM, MAPP is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.”

As the founder of Illumination360 and the Chief Learning Officer for the Denver-based Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Drawing upon her life experience as the daughter of wealth-creating parents and her years of research and private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and uses a lens of strengths to help them to ignite their potential.

Keffeler brings a multi-dimensional approach to her work. She earned an undergraduate degree human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management with a concentration in Public Health from the University of Denver, and a Master of Applied Positive Psychology from the University of Pennsylvania. She lives in Boulder County, Colorado where she rides her bike, hugs her daughters, laughs with her husband, and works side-by-side with her dog, Olive.

Mindy Kalinowski Earley

Chief Learning Officer, Family Office Exchange

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she leads the FOX Learning Center, fosters integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs FOX's Rising Gen programming and serves as an outsourced Chief Learning Officer. In her consulting work, Mindy works closely with families and family offices to create learning programs, lead family meetings, facilitate multigenerational conversations, integrate the rising generation into family governance, and spearhead projects focused on family cohesion.

Over her career, Mindy has worked in two single family offices where she was responsible for creating and stewarding professional learning networks supporting human and intellectual capital. She designed learning experiences that increased the knowledge base and enhanced the life path of individuals while providing personalized support and coaching to help them meet their goals. She is a trained facilitator for the Strong Interest Inventory assessment, has a certificate in Family Business Advising and has a coaching certificate from the Association for Talent Development. Mindy enjoys helping families and rising generation members navigate the unique world of family enterprise and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction. She has a M.A. in Education with a focus on learning development and educational theory from Grand Valley State University. She has been featured in the New York Times, Family Business Magazine, and Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Grand Rapids, MI.

Jeff Strese

Family Learning & Leadership Consultant, Family Office Exchange

Jeff Strese is the Family Learning & Leadership Consultant for Family Office Exchange. In addition to his work at FOX, Jeff works with corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics. He holds certifications in family wealth and family business advising (CFWA, CFBA).

Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families across the country. Prior to his role at Tolleson, he served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU). He is currently an Adjunct Faculty member in SMU's COX School of Business Executive Education and Academic Director for an award-winning leadership development program.

Early in his career, Jeff was a Licensed Professional Counselor with a private counseling practice focusing on family systems and young adult development.

David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy. David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.