Dec 1, 2022
Ep 70 – Navigating Wealth 3.0 & Creating An Impactful Life
In this episode, founder of Illumination360 Kristin Keffeler joins us to discuss the hidden tripwires of inherited wealth, how family business owners can identify the clutter that family money can bring.
Kristin Keffeler,MSM, MAPP is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. As the founder of Illumination360 and Chief Learning Officer for the Johnson Financial Group, she guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth, aligning their vision with their impact. She specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Drawing upon her years of research, private practice advising, coaching the rising generation in affluent and enterprising families(and life experience as the daughter of wealth-creating parents), Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and inspires them to ignite their potential. She is the Dean of Positive Psychology for the Purposeful Planning Institute; sits on the Board of Advisors for the Bailey Program for Family Enterprise at the University of Denver; is a faculty member with the Ultra-High Net Worth Institute; is a certified trainer with 21/64, a national nonprofit for advancing multigenerational philanthropy; and is the co-founder of Beneficiary Bootcamp. She lives in Boulder County, Colorado, with her husband, daughter, and dog Olive.
If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to firstname.lastname@example.org or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!
*not affiliated with Lincoln Financial Advisors Corp.
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.