Upcoming Events

Jay Hughes – The Cycle of the Gift: Family Wealth and Wisdom

october 19, 2023

Click here to register for this event. 

James (Jay) E. Hughes, Jr., Esq., is the author and co-author of numerous books like Family Wealth: Keeping It in the Family and Family – The Compact Among Generations, and The Voice of the Rising Generation. He maintains a variety of roles, such as being a member of the Advisory Board of Arlington Partners, the Chair Emeritus and Chair of the Distribution and Beneficiary Life Enhancement Committee of Lineage Trust Company, and a Fellow of the Family Firm Institute.

Hughes is a graduate of Princeton University and Columbia School of Law. He is a counselor to the Family Office Exchange and recipient of its Founder’s Award, the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, and the Family Wealth Report Lifetime Achievement Award.

In 2021, The James E. Hughes, Jr. Foundation (JEHJF) was founded – in his honor and as a gift to him – to advance the field of family wealth management and generational well-being. Rooted in his landmark Five Capitals research, the JEHJF is designed to spread the spirit of Hughes to as many individuals that have this desire.

Past Events

Authors @ Drucker 

Authors @ Drucker is an interview series sponsored by The James E. Hughes, Jr. Foundation. Each session featured topics relevant to students, alumni and friends of the Drucker School that are curious about issues surrounding multi-generational family businesses and family wealth. Season 1 highlighted authors that cover topics like business succession, innovation, conflict management, generational dynamics and more. You’ll learn the stories of some of the most successful business-owning families in the world.

Dennis Jaffe, a member of Wise Counsel Research, is a San Francisco-based advisor to families about family business, governance, wealth and philanthropy. During this session, he discussed his book Borrowed From Your Grandchildren: The Evolution of 100-Year Family Enterprises. Click here to watch the recording.

Mircea Raianu is an Assistant Professor of History at the University of Maryland and teaches courses on South Asia, the Indian Ocean world, and global capitalism. He delved into the history of the Tata Group – one of the largest family businesses in the world – and shared lessons from his book Tata: The Global Corporation That Built Indian Capitalism. Click here to watch the recording.

Jim Grubman is a Boston-based family advisor who has worked with individuals, couples, and families of wealth for over 30 years. His work has been featured in print, online, and television media, and speaking engagements in wealth management and family dynamics. In this session, Jim discussed his book Strangers in Paradise: How Families Adapt to Wealth across Generations. Click here to watch the recording.

Amy Hart Clyne has dedicated her career to helping prosperous families fulfill the promise and potential of their legacies. As Chief Knowledge and Learning Officer at Pitcairn, she empowers wealthy families through education while pioneering research and best practices that elevate the role of advisors to one of true partnership. She shared insights from her book Finding her Voice and Creating a Legacy during this session of the Authors @ Drucker interview series. Click here to watch the recording.

Chad Ford is an associate professor of International Cultural Studies and Director of the McKay Center for Intercultural Understanding at BYU-Hawaii. His emphasis is on intercultural peacebuilding and mediation. He has led peacebuilding workshops and mediations around the world, including in the Middle East, Africa, Northern Ireland, Cyprus, Australia, New Zealand and the United States. In this session, Ford went through lessons from his book Dangerous Love: Transforming Fear and Conflict at Home, at Work, and in the World. Click here to watch the recording.

Tom McCullough is the Chairman, CEO, and Co-Founder of Northwood Family Office, an Adjunct Professor of Finance at the University of Toronto’s Rotman School of Management, and an Entrepreneur-in-Residence at Western University’s Ivey School of Business. He has spent over 35 years in the wealth management family office field and was awarded Best Individual Contribution to Thought Leadership in the Wealth Management Industry (North America) by the 2020 Family Wealth Report Awards. In this session, he reviewed lessons from his book Wealth of Wisdom: Top Practices for Wealthy Families and their Advisors. Click here to watch the recording.

Kristin Keffeler, MSM, MAPP is a thought leader, writer, and speaker at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She is the founder and principal for Illumination360 and the Chief Learning Officer for the Johnson Financial Group, a multi-family office and wealth management firm based in Denver. As a consultant, she guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work” of money. Keffeler discussed her most recent book, The Myth of the Silver Spoon: Navigating Family Wealth and Creating an Impactful Life. Click here to watch the recording.

Trudy Cathy White is a native Georgian and the only daughter of Jeannette M. and S. Truett Cathy, the founders of Chick-fil-A, Inc. She began working for the family business when she was 19 years old, becoming the youngest restaurant operator at that time. She currently serves as an ambassador for the family business. In her book A Quiet Strength: The Life and Legacy of Jeannette M. Cathy, White delved into her mother’s untold story. Click here to watch the recording.

Jamie Weiner, Psy.D is the co-founder of Quest for Legitimacy, a series of intimate conversations with the rising generation of prominent families from around the world. The mission is to support those raised in prominent families to successfully break through their felt isolation and navigate their quest for legitimacy. Weiner shared his findings from his book The Quest for Legitimacy: How Children of Prominent Families Discover Their Unique Place in the World. Click here to watch the recording.

Russ Alan Prince is one of the most published authors on the topic of private wealth. He has completed work on 40 books covering a range of subjects from investor psychology to luxury spending, from understanding the middle-class millionaire to the political philosophies of the super-rich. Robert C. Daugherty served as the Dean of the Forbes School of Business and Technology and is a Professor of Strategy and Finance. Having served on over two dozen corporate boards, he regularly advises private equity firms, institutional investors, and family offices on mergers and acquisitions, and corporate governance. They provided guidelines for family members and senior executives, as outlined in their book How to Build a High-Performing Single-Family Office. Click here to watch the recording.

Whitney Johnson is the CEO of Disruption Advisors, a leadership development company. She was named a 2021 Top #10 Business Thinker by Thinkers50, and is a globally recognized thought-leader, keynote speaker, executive coach, and consultant. A former award-winning Wall Street equity analyst, she understands how companies work, how investors think, and how the best coaches coach. In this session, Johnson helps attendees understand how disruptive innovation can be applied to their unique paths. Click here to watch the recording.

Seth Godin describes himself as a teacher that does projects. He is a versatile individual who wears many hats – a prolific writer with 20 bestselling books translated into almost 40 languages, an influential online educator and five-time TED Talk speaker, and a distinguished marketing expert recognized in the Guerrilla Marketing Hall of Fame, the Direct Marketer Hall of Fame, and the Marketing Hall of Fame. Listen to Godin talk about his latest book, The Song of Significance: A New Manifesto for Teams. Click here to watch the recording.

Karen Dillon is the former editor of Harvard Business Review and a prolific writer whose works include The New York Times bestseller How Will You Measure Your Life? (co-authored with Clayton Christensen) and The Microstress Effect: How Little Things Pile Up and Create Big Problems – and What to Do about It (co-authored with Rob Cross). She is also the Editorial Director of Banyan Global, a group of Family Business Advisors that brings together deeply integrated and multidisciplinary expertise in family, business, finance, ownership, and philanthropy. Click here to watch the recording.