Resources
Events
John H. Linnartz is a nationally recognized sought after speaker on complex multi-generational matters. Below are just some of his presentations and speaking engagement topics:
- The Wharton School, University of Pennsylvania -
San Francisco, California
Presentation Topic:
“Preparing Successful Heirs”
- The Family Philanthropy Forum -
(In support of The Prince’s Trust in association with the Institute of Philanthropy)
Campden Wealth Conference
London, England
Presentation Topic:
“Planning the Family Mission: Understanding the Issues”
- Institute for Philanthropy -
Philanthropy Workshop Alumni Association Network
New York, New York
Presentation Topic:
“Connecting Generations by Engagement & Giving”
- The Americas Families in Business Conference -
‘The Enduring Enterprise’ “How multi-generational family enterprises succeed long term
as privately held businesses”
Miami, Florida
Co-Chairman of Conference: Also, moderator of business family owner’s roundtable.
-Family Office Group / Fall Global Summit -
Greenwich, Connecticut
Presentation Topic:
““Preserving & Flourishing Wealth for Generations: Financial, Intellectual, Social & Spiritual””
“Relationship Building, Wealth Effect, the Power of Long-Term Thinking”
Annual Retreat of Regional Non-Profit Museum
“Mentorship of new trustees for preparation of responsibility for intergenerational stewardship”
Family Council Meeting, Family Foundation Board
New York, New York
Presentation Topic:
“Family Philanthropy: Intelligent Giving Across Generations”
- Family Office Forum -
Zurich, Switzerland
Presentation Topic:
“Family Philanthropy; Intelligent Giving Across Generations”
- Campden North America Family Office -
Philanthropy Workshop Alumni Association Network
Boston, Massachusetts
Panelist’s from several prominent global families representing Generation(s) 2nd, 3rd, 5th, & 7th sharing real-world experiences:
Presentation Topic:
““Educating & Engaging Your Family on Wealth Growth & Preservation”
Private Single Family Retreat
”
- Private Leadership Retreat -
Development of “Self-Reliance” the basics of “Stewardship” to create a culture of Trust.
Co-creating a culture of Sharing-Giving, resulting in a renewed-growth together.
-Facilitations of Group Gatherings, Meetings -
Around Campfire, Outdoor Exploration, Aboard Sailing Vessel, Nature Walks, Music, Fine Art
exhibits or other tailored venues.
“Preparing Rising Board Leaders in understanding the values of Succession Plan”
Foundation Retreat (Three generations represented)
“Learning the vital skills of Board Governance for strategic vision, to insure long-term success.”
Board of Directors, Non-Profit
“Understanding the family Gift and the Intent long-term”
Family Foundation Legacy Project
- Family Wealth Alliance -
Chicago, Illinois
Single Family Office Panelist:
“Bridges to Sustainability”
Winter Park, Florida
Presenting and Sharing at Alumni Weekend:
“Family Legacy & Giving, United Generations”
- One family, Three Generations represented USA -
Philanthropy Workshop Alumni Association Network
Fireside Chat:
“The Cycle of the Gift” & “Intergenerational Stewardship”
- Experiential Learning: (fun learning, one on one, small groups -
Unique venues for fun, interactive learning together tailored to small groups, organizations.
- Learning Hands-On from Boardroom to shared experiences, Hiking, Sailing, Orchestral…
- Learning roles, responsibilities practicing in a safe environment, to apply together.
- Getting unstuck to develop together small goals to achieve together with forward momentum.
“Moving from Short-Term Reactionary Mode, towards Long-Term Strategy Mode”
Board Of Directors Retreat Speaker. Non-Profit Organization
“Beyond written succession plans, preparing heirs in understanding the donor intent”
Foundation Board Meeting
“What money can’t buy; How will you design your life”.
Third generation family retreat dialog