Mixing Family & Business: The Dynamics of Working with Families and their Finances
Executive Coach, Legacy Planner and President of JB Advisors, Inc, Jennifer Bush, will join us to answer your questions regarding the complicated and sometime contentious dealings of family businesses and financial legacy.
As Daily Money Managers, we often work with multi generational financial issues. Jennifer specializes in addressing the root causes of communication and personality 'rubs'. She has also assisted in resolving conflicts and sparking agreement between family members and stakeholders.
During this meeting, Jennifer will take part in a Q & A style discussion driven by our members questions, issues and experiences with their own clients.
Clients value Jennifer's ability to understand disparate points of view and facilitate thoughtful, productive, and authentic conversations that lead to sustainable results. Most recently, Jennifer has collaborated with three different organizations about how they want to live their values through leadership succession planning, strategic plan implementation, and/or their ongoing engagement of board members, staff, and patrons.
Prior to consulting, Jennifer worked for The Coca-Cola Company and BOC Health Care. In these companies, Jennifer built practical, global leadership development systems and led teams through strategic planning, business process redesign, and organizational change management. She has served as an executive coach to more than 150 CEOs and senior leadership team members and conducted/led hundreds of senior leadership strategy retreats.
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