Let Us Help You Run Great Family Meetings
The best family meetings create strong relationships that last across generations for all family members and their advisors.
We run family meetings that improve relationships and strengthen family units, or we train advisors to run them themselves.
Does it ever feel like you need to be a therapist rather than a financial advisor to navigate the elephants and land mines in family meetings?
This program was created by a marriage and family therapist to give advisors the tools and training they need to successfully navigate the interpersonal landscape that gets stirred up by conversations about money.
We train advisors to take their families through four family meetings that transform the way they relate to each other and communicate around difficult topics, or we run the meetings for you.
Check Out Our Sample Tool for Eliminating Entitlement in Tweens, Teens, and Young Adults
Watch this video for a sample of the skills and tools that we teach in Resilient Family Capital. And be sure to join our mailing list for more tools you can use to help your clients build resilient family capital.
Become a Resilient Family Capital Specialist
Our clients are financial advisors who want to serve their clients in deeper, more meaningful ways than simply attending to the financials but are wary of wading into the realm of interpersonal relationships, which can be fraught with conflict and unspoken tension.
The Resilient Family Capital training program was created by a marriage and family therapist with specialties in resilience and conflict resolution to help advisors navigate family dynamics in a way that promotes connection - within the family and with the advisors.
The training program provides advisors with all the tools, collateral, and knowledge you need to become Resilient Family Capital Specialists and lead four transformative family meetings.
These four meetings give families the SKILLS, RESET, and ROADMAP they need to forge a more fulfilling, loving and resilient future.
The training is pulled from a curriculum that has been validated in four clinical trials with researchers from The Duke Clinical Research Institute and proven to promote key resilience outcomes.
Families need resilience, especially families who want to preserve a legacy across generations.
Advisors are uniquely positioned to help their family clients build stronger, more resilient family units. We give you tools and training you need to serve your clients in the most beneficial way - to help them enjoy each other more, use their money to give meaning to their lives, and preserve a family legacy that does the most good - within the family and beyond.
Lead Four Family Meetings
(Or Have Us Do It For You!)
Would you rather sit back and enjoy the meetings as a trusted observer with wisdom to offer when applicable? Then allow our trained instructors to run the meetings for you. Our instructors are trained in psychology, family dynamics and group facilitation and can deliver the meetings virtually or in-person.
Building Connection Through Storytelling
Research validates the benefits of family stories. Shared stories deepen relationships and strengthen family units, which makes families more resilient. This first meeting sets a positive tone by eliciting the best parts of being in the family and collects those highlights in a Family Legacy Document to be enjoyed for generations.
Using Conflict to Strengthen Relationships
How families argue is as important as what they argue about. Productive conflict can solve problems and deepen relationships. In this meeting, families learn communication skills and a framework for healthy conflict resolution. They DO NOT air their personal grievances. Instead, they learn a set of skills that can improve all of their relationships.
Eliminating Resentment With Boundary-Setting
In this meeting, families learn why resentment builds and how to avoid it. In addition, they get crystal clear on how to consistently and effectively advocate for their needs and assert their boundaries. In doing so, they learn how to prevent entitlement and communicate effectively around difficult topics such as wealth distribution.
Aligning the Family Vision By Honoring Uniqueness
Families rich in family capital honor every member's unique strengths and values, as well as the strengths and values of the family unit. In most families, however, someone feels like the odd-man-out. In this meeting, families make room for each member's uniqueness while coming together to align around a family mission, vision, and legacy.
Write the Introduction to Resilient Family Capital
Your Name Goes on the Cover!
Co-author our book, Resilient Family Capital: The 15 Strategies Every Family of Wealth Needs. Write the introduction yourself or let us do the heavy-lifting for you.
We make it easy to put your name and information on the cover of this powerful book, which you can give to all of your clients and prospects to demonstrate your commitment to helping families use their wealth to improve their lives in ways that really matter.
OR, if that's not your cup of tea, you will receive copies with our name on them. Either way, your families will enjoy the additional tools and tips for building resilience in this actionable book.
Become a Resilient Family Capital Specialist
Help families learn the secrets of resilient family capital through the Resilient Family Capital training program for trusted advisors.
Do It For Me!
Let one of our trained Resilient Family Capital instructors run the Four Family Meetings for you.
We will take your clients (virtually) through the Four Family Meetings.
Plus, we can customize meetings based on your clients' specific needs.
And for families who want more support, be sure to ask about our weekend retreats and in-person meetings.
Either way, keep in mind that you can always pass the cost along to your clients.
About Kristin MacDermott, LMFT
Hi, I'm Kristin MacDermott. I'm a licensed marriage and family therapist, conflict resolution specialist, resilience expert and co-creator of the Resilient Family Capital training program for trusted advisors.
My resilience-training programs have been validated in four studies (including two randomized-controlled trials) with researchers from the Duke Clinical Research Institute, published in peer-review journals, and proven to promote clinically significant improvement in key mental health and resilience measures, including distress, anxiety, depression, PTSD, and self-efficacy.
Over the past two decades, I have developed resilience-training programs for some of the highest performing people on the planet, including Navy SEALS, the Los Angeles Police Department, and healthcare providers at 20 hospitals across the country, including at Duke Health and the National Institutes of Health. I have created programs for corporate executives, cancer patients, at-risk youth in inner city Los Angeles, and students at top universities.
My passion is helping families. Families can and should be our greatest source of joy as humans, but as a society, we fail to teach the basic skills necessary to nurture supportive, good-feeling relationships. My mission is to teach those skills to every family who wants to experience more connection, joy and love.
If you have questions about the Resilient Family Capital training program for trusted advisors, contact us here.