How can reframing the purpose of wealth and family offices lead to a more meaningful and impactful legacy?

In this episode, Brian delves into a conversation with Jill Barber, President of CYMI Holdings, and Greg McCann, Co-Founder of Generation 6 Family Enterprise Advisors. They explore the evolving landscape of family offices, emphasizing the shift from traditional wealth management to a more holistic approach centered around family well-being and purpose-driven wealth. The dialogue uncovers the challenges and potential of family offices in nurturing both financial success and family harmony, highlighting the importance of leadership, culture, and reframing wealth. Let's dive in!

[00:01 - 00:10:24] Rethinking Family Office Fundamentals

Challenges in the traditional family office model
The importance of shifting focus from wealth to individual family members
Exploring new models for family offices centered on individual and family well-being

[10:25 - 20:42] Leadership and Culture in Family Offices

The role of leadership in shaping family office culture
Building a culture that values both individual and collective growth
The impact of internal culture on family dynamics

[20:43 - 30:26] Wealth, Well-being, and Family Harmony

Balancing wealth management with family member well-being
Strategies for addressing family dynamics and conflicts
The importance of understanding the family’s purpose and values

[30:27 - 40:10] Innovation and Reframing in Family Offices

Innovative approaches to managing family offices
The concept of reframing wealth and its purpose
Encouraging entrepreneurial spirit within the family structure

[40:11 - 45:10] Practical Applications and Future Outlook

Practical tips for implementing change in family offices
The importance of ongoing adaptation and learning
Future trends and potential shifts in the family office landscape

Key Quotes:

"When you change one person in the system or one part of the system and the whole system changes." - Jill Barber

"Owning your strengths, weaknesses, and blind spots is just part of being a great person and leader." - Greg McCann

Book: Reshaping Reality: Unlocking the Potential of the Single Family Office

Connect with Jill!

LinkedIn: https://www.linkedin.com/in/jill-barber-22b6404

Connect with Greg!

LinkedIn: https://www.linkedin.com/in/greg-mccann-039a3a7

This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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