The Certior Group - Strengthening Families Through Informed Decisions and Exceptional Stewardship
  • About
    • Why the Certior Group
    • Your Team
    • Blog
  • People
  • Process
  • Structure
    • Wyoming Advantages
    • What is a PSFTC?
    • How a PSFTC Operates?
  • Contact

Responsive Menu

  • About
    ▼
    • Why the Certior Group
    • Your Team
    • Blog
  • People
  • Process
  • Structure
    ▼
    • Wyoming Advantages
    • What is a PSFTC?
    • How a PSFTC Operates?
  • Contact

Navigating Your Family to a Prosperous Future

May 28, 2018 by Avi Kantor

​At a recent conference, a prominent East Coast trust and estate attorney stated that he has mixed feelings about family meetings. He went on to explain that in his experience, attempts to conduct productive family meetings often dissolve​ ​into acrimony and bitter attempts by older, more powerful family members to dictate the thoughts and actions of the rest of the family.

The conversation then shifted to Family Mission Statements and “Constitutions” – that is, documents that layout ideal visions, sets of core values, and ironclad rules for the family to follow at the risk of dire consequences for non-compliance. Fortuitously, this discussion gave ​David Quinn and me​ a​n opportunity​ to shift the focus of the ​conference​ from external ways to control the future behavior of family members to more intrinsic ways that families might navigate towards a prosperous and sustainable future.

If you’ve participated in any of our events, you ​know ​that we emphasize gratitude, “True Wealth (a holistic view of wealth and well-being), and family leadership as the primary ​driver​s for people as they seek happiness, fulfillment, and meaning for themselves and their families. A family culture that lives gratitude, “True Wealth”, and leadership, we believe, gives a family the best chance of thriving for multiple generations. As the Certior Group, our most exciting opportunity is to accelerate progress of all of our stakeholders in all of these areas through experiential learning and the support of the Wealth and Well-being community we’re building.

Family meetings are ​part – but not the only ​part – of building​ family culture. ​These meetings and the estate and trust planning process often ​overlook the powerful role that intentional leadership and the thoughtful building of an optimal family culture play in sustaining a family.​ Elevating family culture is what we hope to cultivate through our community-building efforts, our experiential learning events, as well the work we do with our clients.​ ​

Building ​family culture ​is an art. Guiding and mentoring​ family members​ as they become leaders can be challenging. That’s why I’m so excited about about the experiences and the learning that we’ll share in the future and the Certior community that’s emerging here in Jackson.

Filed Under: True Wealth Tagged With: Family, Stewardship, True Wealth

Recent Posts

  • Experiencing Awe Through Your Child’s Eyes
  • Illuminating What Really Matters
  • The Empowered Abilities of Nature
  • Focusing on Post-Traumatic Growth
  • Tackling New Year’s Resolutions with Atomic Habits

Recent Comments

    Archives

    • September 2021
    • June 2021
    • May 2021
    • April 2021
    • February 2021
    • December 2020
    • November 2020
    • August 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016

    Categories

    • Collaboration
    • Estate Planning
    • Experiential Learning
    • Family Enterprise
    • Family Office
    • Leadership
    • New Normal
    • Philanthropy
    • Recent Events
    • True Wealth
    • Your Team

    The CERTIOR Group, LLC

    The Certior Group, LLC.

    • 307.264.0007
    • info@certiorgroup.com
    • EW Connect Login

    The Certior Index

    Discover how much True Wealth is already part of how you live your life. Take the Certior Index today.

    Complete the Certior Index

    Connect with the Certior Group

    LinkedIn Google Plus Twitter Facebook

    Copyright © 2025 · Empowered Wealth Ambassador Theme on Genesis Framework · WordPress · Log in