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Advising the Family Enterprise: One-Day Master Class

by Smith Family Business Initiative


Fri, 06 Mar 2020

8:00 AM – 4:30 PM

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Tata Innovation Center, Cornell Tech, 11 E Loop Rd, New York, NY 10044

11 E Loop Road, New York, NY 10044, United States

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Legal, financial, business and other expert advisors are all called upon to help with the challenges families in business face through the generations. To succeed as a business and a family, business families need special help to understand and work together effectively. While each professional discipline works in its own way, an advisor must also understand the broad nature of this complex family/business/financial enterprise.


The workshop offers tools and practices for engaging and helping business families. You will:

  • Be able to advise your business family clients more holistically. 
  • Develop an understanding of the complex nature of a business family. 
  • Become aware of family dynamics and their effects. 
  • Develop an ability to assess and communicate these challenges to the family. 
  • Learn how to present and adapt your role as an advisor to help your clients learn and grow effectively. 

About the Faculty: 
Dennis T. Jaffe, Ph.D. is a Cornell Family Business Scholar and a member of Wise Counsel Research Associates. Dennis is now in the third phase of his 100-Year Family Enterprise research project, resulting so far in five working papers (all available on Amazon). Dennis is a weekly contributor to Forbes Leadership channel, reporting on family cross-generational family business and wealth. His global insights have led to teaching or consulting engagements at Hult University in Dubai, the Pacific Asia chapter of Family Business Network, and the Advisory Board of Chinese University of Hong Kong. He is part of the Polaris team working with the Family Business Network to create a roadmap for family and business sustainability.

For 35 years, Dennis was professor of Organizational Systems and Psychology at Saybrook University in San Francisco, where he is now professor emeritus. He received his B.A. in Philosophy, M.A. in Management and Ph.D. in Sociology from Yale University.

He has been an active member of the Family Firm Institute since its inception, presenting at annual conferences, serving on the board, designing and delivering educational courses in their GEN program and writing for the Family Business Review. In 2017 Dennis was recognized by the Family Firm Institute for his international work, and in 2004, received the prestigious Richard Beckhard Award for his contributions. 

Dennis has been a frequent contributor to periodicals such as Family Business, Journal of Financial Planning, Private Wealth, Journal of Wealth Management, and Worth magazine. His work has been featured in Inc., NPR Marketplace, Entrepreneur, Time and The Wall Street Journal, and he was profiled in People Magazine. In 2005 he received the Editor’s Choice Award from the Journal of Financial Planning for his article on family business strategic planning.
Dress Business Casual
Food Provided (Breakfast, lunch, and refreshments )

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Tata Innovation Center, Cornell Tech, 11 E Loop Rd, New York, NY 10044

11 E Loop Road, New York, NY 10044, United States

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Smith Family Business Initiative | Website | View More Events

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