This Brown Bag seminar will feature author and speaker: Charles W. Collier, Senior Philanthropic Adviser, Harvard University

"Wealth and the Family: Asking Essential Questions - Click here to view the CONFIRMED Attendee List:" (View Flyer)

Date:   March 11, 2010 (Download to Outlook)
Time:   11:30 am - 1:45 pm

Speaker:   Charles W. Collier, a Senior Fellow at TPI, is the Senior Philanthropic Adviser at Harvard University

In this interactive session, Mr. Collier will discuss the challenges and opportunities that wealthy families face and how breakthrough conversations can strengthen those families. This discussion will set the context for engaging the family in its decision making and will equip you with a new set of questions to ask your clients.

Charles W. Collier is the senior philanthropic adviser at Harvard University. He has worked with hundreds of individuals to shape their philanthropy, help them make tax-wise gift decisions, and advise them on family relationship issues surrounding wealth. He serves on the committee on the Emotional and Psychological Issues in Estate Planning of the American Bar Association. Mr. Collier holds a BA from Dartmouth College and an MTS from Harvard Divinity School. He completed the postgraduate course on family systems theory at the Bowen Center for the study of the Family. A second edition of his book, Wealth in Families, was published by Harvard University in 2006.

Other Details:

This is a NEW offering and will be delivered with a BOOK CLUB feel and atmosphere. Seating is limited. Attendees will be asked to purchase the book (at their own cost) and read prior to the BOOK CLUB Brown Bag Event on March 11. 2010. Wealth in Families by Charles W. Collier - Available at www.Amazon.com

Location: The Boston Foundation 75 Arlington Street 10th Floor Boston, MA 02116

Register Online!

Sponsored by:

• 
  Federal Street Advisors
  Founded in 1991, Federal Street Advisors delivers comprehensive investment consulting advice and service to a select group of foundations and wealthy individuals and families. Federal Street is unique in that it offers institutional depth with small firm flexibility. We currently oversee $3.5 billion in assets. Often our clients come to us at a transition point such as the sale of a business, funding of a foundation, passing of a spouse or taking responsibility for a trust. For each client we design, implement, and manage a unique long-term strategy to meet that client's specific goals.
  


• 
  The Boston Foundation