Family Table | From Insight to Action
May 12, 2027 @ 6:30 pm – 8:30 pm UTC-5
How do we gain insight from family dynamics, understand our role in the family and its wealth, and move into a position of positive influence and impact?
We’ll hear directly from members in an interview-style format, sharing how they moved from insight to action. From the personal to the relational to the systemic, we’ll explore how members arrived at aligned action, and how wealth became an instrument of integrity.
What to expect:
- Interactive learning sessions grounded in lived experience, not lecture
- Peer exchange and small-group dialogue built into every session
- Tools for moving from insight to concrete, values-aligned decisions
- Member speakers sharing personal stories, supported by coaching to help them present with clarity and care
Who it’s for:
- Members working with family, often across multiple generations, who want to better understand and shape their own family culture around wealth, strategy, and impact.
Program logistics:
The program runs as six virtual sessions from October 2026 through May 2027, with one additional in-person session tentatively planned for Member Day at the Summit. If you have any questions, please contact Donna Lee at Donna@forward-global.org.
Questions? Contact Donna Lee, donna@forward-global.org