Stonehaven will also provide Custom Seminars and Workshops in accordance with the client’s particular need for topic, group size, and location. These seminars can be on a wide variety of financial topics for organizations. We also do small groups who wish to learn or work on financial issues in a more personal environment. We are happy to work with companies, non-profits, associations, as well as private parties.
Families of privilege, sometimes with family business holdings, find this a very useful addition to family meetings and board meetings. Inter-twined business holdings of second and third generation family ownership, often have bigger issues of trust and are not as close as the first generation owners. Small seminars and workshops can help unite the family and keep lines of communication open, educate, and form strategies that will keep the family united in and strong as time and change cause its evolution.
Customized seminars & workshops can also be a very useful tool in helping children of wealth learn in a private environment and address some of the issues of the responsibilities and burdens of wealth, not often recognized or spoken about, that occur as the result the complex lives in lives of extreme wealth.
We can address the needs of very technical topics for sophisticated business professionals. We can also customize the workshops and seminars for those who find finance and wealth management a boring, but necessary area of understanding. We are happy to customize topics to make them in a language easier to understand for people, who might consider themselves to be artists, poets, pet lovers or gardeners.
Please see the consulting tab to get additional ideas on some of the topics we can address. Call us to see how we can help you. 978-430-0150