October 21, 2025 @ 9:00 am – 10:15 am UTC-8
We often imagine families of wealth as having every advantage, free from life’s hardest struggles. Yet living with abundance brings its own challenges. Wealth can place heavy expectations on each generation, complicate relationships, and invite scrutiny from the outside world. These pressures affect not just individuals, but the whole family. When they become overwhelming, families risk losing connection with one another—and with the larger contributions they are capable of making together.
This workshop series will shine a spotlight on the next gen of the affluent and their families, and the ecosystem of professionals who influence them—wealth advisors, estate attorneys, tax attorneys, philanthropic advisors, family office professionals, and career coaches—to identify and confront negative thinking and behaviors related to wealth.
Privately held wealth carries tremendous potential to benefit both family and society. Realizing that potential depends on how families come together to nurture values, strengths, and purpose across generations. This series offers a compassionate framework for helping families connect individual gifts to shared hopes, so that everyone can grow, thrive, and contribute meaningfully to one another and the world around them.
In this workshop series, we will explore:
- The hidden tripwires that often exist for family members in affluent and enterprising families
- The four key types of psychological “clutter” that can keep any family member from reaching their potential (and how to clear that clutter)
- The seven-step process for clearing the psychological clutter that gets in the way of fully engaging in one’s life
- Moving from “thriving self” to “thriving community” – leveraging your strengths to create impact with your time, talent, and treasure
- The important ways that families can co-create a culture of thriving for all family members
- Tying it all together – navigating family wealth and creating an impactful life
Session Description
Growing up with wealth presents unique challenges that often go unseen. While financial resources may be plentiful, developing a strong sense of identity, finding meaningful purpose, and building authentic relationships can become unexpectedly complex.
In this session, we’ll explore the common tripwires that arise when navigating life in a wealthy family. Facilitator Kristin will guide us through understanding these hidden obstacles and share practical strategies for moving forward with greater confidence, clarity, and authenticity.
This session will be 60 minutes long on Tuesday, October 21, at 9:00 am PT | 12:00 pm ET | 5:00 pm BST. If you have any questions, please contact Lisa Wolverton, President of Forward Global Canada at lisa@forward-global.org.
Speaker Bio
Kristin Keffeler, MSM, MAPP is a thought leader and consultant to affluent families, family offices, and rising gen family members. As the Chief Learning Officer for the Johnson Financial Group, Kristin is leading the firm’s vision for creating an integrated platform of client engagement that prioritizes growth of a family’s human capital alongside the growth of their financial capital.
Kristin’s strengths-based approach is grounded in her research and years of consulting to families. She specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Kristin has a particular fondness for the rising generation in significant families, whom she believes are uniquely positioned to create meaningful impact in the world. Kristin uses a lens of strengths to help these family members—and the parents and advisors who guide them—to ignite their potential. She recently published her first book, The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life. In July 2023, she published the co-authored book Wealth 3.0: The Future of Family Wealth Advising with Drs. Jim Grubman and Dennis Jaffe.