Galliard Family Business Advisor Institute

Professional Advisors

Articles, presentations, exercises, and materials related to professional advising.

Book Feature: Fragile Power

Dr. Paul L. Hokemeyer specializes in providing mental health services to ultra-high-net-worth individuals. As it turns out, many successful business owners find there are there are downsides to “having it all.” They often face these mental and emotional challenges alone, going through life with feelings of shame and insecurity that can manifest in addictions, chronic stress, anxiety and infidelity, to name a few common issues.

In Fragile Power, Dr. Hokemeyer invites readers to look beyond the gilded gate and celebrity sparkle to identify the often unmet human needs of this niche population. Family business advisors can learn to recognize the warning signs and connect clients to clinical help when necessary.

We’re excited to discuss this topic in March 2022 with Dr. Hokemeyer in an exclusive webinar for Galliard members. Don’t forget to sign up!

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Introducing Peer Groups

Call for Leaders

We asked and you answered! Some recent survey data indicated that you’d like more interaction and opportunities to learn.

(Pssst: Click here to take our membership survey now!)

One of the ways we will be doing so will be through our Peer Group Masterminds. 

Galliard Peer Groups will be small intimate groups where you will be able to share experiences, case studies and information that will help us serve our families better. 

We will be requesting members who are willing to lead and build a peer group to contact us. When you contact us, we will send you a form to allow us to understand and collaborate on setting up the Peer group.

Please note:

  • Peer Groups are for members and will be lead by members
  • Non-members will be allowed to attend two sessions before being required to be members to participate in future groups.
  • Members may join as many Peer Groups as they require (max of 15-20 members per group).
  • Members may only set up and or lead three groups at a time concurrently.
  • Peer groups may have topics and focus areas and regional focus.
  • To maintain group integrity, the groups will meet once a month.
  • Groups will run for an hour, and leaders may have to commit an additional hour to plan for the meetings, so 2 hours/month.
Contact us to be a Peer Group Leader
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The Connected Generation with Nike Anani

Podcast for NextGens

Nike Anani, Galliard Co-Director, hosts a podcast on NextGen coaching and mentoring. Subscribe here.

What You Need To Know About Mother-Daughter Dynamics With Hilary Truong – The Connected Generation with Nike Anani

  Bespoke Luxury Experiences for Conscious Women Ready to Expand Their Relationships Hilary Truong is the world's first luxury lifestyle advisor for conscious women ready to elevate their relationships through bespoke travel experiences. There are some relationships in our lives where there are just not enough words to express our deep love and appreciation. When there just aren’t enough words, conscious women choose an elevated experience. Mothers and daughters who feel that life has gotten away from them and they're ready to spend quality time together, without distraction while enjoying a visceral experience. One that future generations of daughters will know and cherish as well.  This is how daughters say, “Thank you Mom for all your love and sacrifice”. And how mothers say, “I am beyond proud of the woman you have become”. Hilary curates beautifully unique travel experiences for women who long to slow down and savor their relationships, creating precious moments which become the family heirlooms passed down from generation to generation.  She is a sought after international speaker, legacy curator and world class expert on elevating female relationships within the family. LinkedIn: https://www.linkedin.com/in/hilarymaeco/  Email: hello@hilarymae.com for requests Website: https://www.hilarymae.com/  Facebook: https://www.facebook.com/hilarymaeco  Instagram: https://www.instagram.com/hilarymaeco/ I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
  1. What You Need To Know About Mother-Daughter Dynamics With Hilary Truong
  2. Common Sources of Conflict in Family Firms and How To Overcome Them With Nike Anani
  3. Why Wholeness Love and Courage is Key In Your Legacy Journey With Peju Onile-Ere
  4. A Groundbreaking Model in Guiding the Rising Generation to Pursue Purpose with Jamie Weiner and Russ Haworth
  5. Take the Guesswork Out Of Transition and Legacy Planning with Cindy Arledge
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