When & How a Forensic Accountant or CPA with a Specialized Skill Set Can Help You
What does it mean to be a forensic accountant and when might you need to call on a forensic accountant to help you or your company with a financial dilemma?
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Impact of Psychological Capital
On level of engagement and intent to leave a company
Psychological capital (Psy Cap) can be best defined as an overall positive state of mind. There are four main aspects: 1) hope, 2) self-efficacy, 3) optimism and 4) resiliency.
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Change, Change, Change
Navigating individual, organizational, & cultural change
Maybe you’ve made some resolutions to make personal changes, or maybe you are experiencing significant change in your business life. Perhaps new leadership is driving change in a client’s organization, or changes in a client’s marketplace have led them to implement a new strategy or operating model. How are you working with clients working to create a cultural change?
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Navigating the Boomer Bust
Making your Exit Map
In this webinar, author John F. Dini presents lessons from his latest book, Your Exit Map: Navigating the Boomer Bust.
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Millennial Leader Panel
Listening to the Needs of Next Generation Leaders
In this webinar, a panel of young Millennial Leaders share their ideas and experiences regarding the ways in which their personal mentors and coaches have helped them to succeed.
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Moving Beyond The Trusted Advisor
From Success To Significance
Professional service providers are being challenged like never before to distinguish themselves. Whether working directly with a business owner, key stakeholder, or serving on a cross-functional team of experts, the need to develop greater relationship currency and trust is tantamount to sustained success.
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Wealth Transfer Planning
Advanced Techniques for Family Business Advisors
Not your run-of-the-mill succession planning webinar!
Learn from the experts at Bernstein Private Wealth Management in this one-hour presentation for members of the Galliard Institute.
Presenters Steve Schilling and Dylan Malot focus on utilizing liquid assets in ultra-high-net-worth families. They offer a sophisticated analysis on advanced wealth transfer techniques for family businesses.
Questions your high-net-worth family business clients might have:
- How much wealth can be shifted off my balance sheet to my heirs without jeopardizing my long-term spending needs?
- What estate planning strategies should I consider to reduce my current and future estate tax exposure?
Steve and Dylan will use a case study to demonstrate how you can walk through the answers to these questions with your clients.
About the presenters:
Steve S. Schilling is a Director in Bernstein’s Wealth Planning and Analysis Group and is based in the firm’s San Francisco office. He advises Bernstein’s Bay Area and Pacific Northwest clients regarding complex investment planning issues; his areas of expertise include diversification planning for holders of concentrated portfolios, multigenerational wealth transfer, philanthropy and pre-transaction planning. Schilling joined the firm in 2000 and has been a member of the Wealth Planning and Analysis Group since 2003, serving as an analyst and senior analyst before becoming a Director in 2009. Schilling earned a BA in economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charterholder.
Joseph Dylan Malot is a Vice President and Financial Advisor in the San Francisco office of Bernstein. He advises individuals and institutions regarding a wide range of financial planning and investment matters, tailoring comprehensive strategies uniquely suited to each client’s individual resources, tax situation, risk tolerance and estate planning goals. Prior to joining the firm in 2015 he was a financial advisor with MassMutual in San Francisco. He earned a BA in philosophy and psychology from the University of California at Davis.
The following content is accessible for members only, please sign in:
Parent-Child Dynamics in the Family Business
Rockstar Parents and the Kids Who Live in Their Shadow
Strong, entrepreneurial parents can build awe-inspiring businesses, while often raising children who struggle to find a little place in the sun.
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Philanthropy and the Family Business
Leveraging Philanthropy for Business-Owning Family Clients
How can business leaders and their families make philanthropic investments in causes that advance their values, while also strengthening their families and building their business brand?
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The New Rich
Preparing your clients for a significant change in personal wealth
Presented by Agatha Johnson, Prosperity Wealth Management
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Sifting Through the Noise
How to reach real customers practically, quickly and professionally
Learn about a great tool – Refer.com, and how you can use this unique program to make the most of your LinkedIn connections and grow your business.
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Gifts of the Season
The Galliard National Network’s Favorite Things
Based upon feedback from the national network, the Galliard Team and members of the network share great ideas about tools, resources and opportunities to improve your skills, expand your practice and enjoy your craft.
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Peace for the Holidays
5 steps to help family businesses work through conflict and improve family communication
Lisë Stewart and Dr. Stacy Feiner co-present a workshop on how to help your clients improve family communication and reduce conflict – a timely topic as we prepare for the holidays.
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