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What is The Quest for Legitimacy ("The Quest")?

The Quest for Legitimacy is the result of a global research project led by clinical psychologist, Dr. Jamie Weiner, and family business adviser, Russ Haworth. Their research focused on understanding the lived experience of those that have grown up in a prominent family.

Their conversations with people from around the World uncovered shared experiences, obstacles, and aspirations. From this, Jamie and Russ have identified a path that the rising generation family members can follow throughout their lives to pursue purpose and meaningfully contributing to their family and the world: The Quest for Legitimacy.

Why host an event for clients / members?

Our events offer an engaging and thought-provoking way to continue to build and develop relationships with your clients and their children.

Boomers are expected to pass down $51 trillion in assets to heirs and charities by 2042, but 70% of heirs don’t retain the advisor who previously managed their inherited wealth, according to Cerulli Associates.

Natixis Center for Financial Insight canvassed 300 U.S. financial professionals who collectively manage $28.9 billion in client assets. Those who say they successfully retain clients and expand those relationships point to regular communication (58%) as the top reason for their success, followed by getting to know clients on a personal level (57%) and building relationships with clients’ families (42%).

In an MFS investment Management Survey, 75% of the 1,000+ investors surveyed said that their children had never met with their financial advisor.

In an extremely competitive market, show clients and prospects the commitment your firm is making to building strong relationships with multiple generations in their family.

Our events offering

Keynote Speaker

Workshop

Author Dinner

Advisor Briefing

Keynote Speaker

The QUEST team are experienced international speakers and have delivered keynotes and workshops for organizations such as Purposeful Planning Institute, Family Business UK, Family Firm Institute, and STEP, as well as to Private Banks, Family Offices and Law firms.

They have appeared on several podcasts, including The Family Business Podcast, The Family Business Voice, and Authors at Drucker.

They use storytelling to create relaxed, engaging, and accessible environment where learners become immersed in the material!

Typical Fee:
$5,000 + travel expenses, books for participants at discounted rate

Duration:
1 hour

Type of event:
Featured speaker at conference or client event

Sample Agenda:
Presentation – 45 minutes
Q & A – 15 minutes

  • Overview of The Quest for Legitimacy research findings
  • Bridging the gap between the ‘now’ generation and the rising generation
  • Learning from Breaking Moments in your life
  • The two paths to Legitimacy
  • Success versus Legitimacy; an exploration
  • Creating rites of passage within your enterprise

Workshop

Our immersive and engaging workshops take each group of participants through an enlightening and reflective experience to discover some of the main elements of their own story and journey.

They will leave with a greater perspective on where they are in their own Quest and how they might take the next steps confidently.

We recommend that each guest is either sent a copy of the book in advance of the event or is provided with one on the day.

Fee:
$2,500 + travel expenses, books for participants at discounted rate

Choose your time of day:
Breakfast, lunch, or mid-afternoon

Duration:
2-2 ½ hours from arrivals to departure

Number of Attendees:
10-25 people suggested

Arrivals and light refreshments – 20 minutes

The Quest for Legitimacy: presentation by Dr. James Weiner and/or Russ Haworth – 30 minutes

Interactive discussion with the group – 30-40 minutes

Closing remarks, casual conversations, departures

Author Dinner

The Quest Author Dinner is a wonderful, relaxed way to help clients explore a different way of framing the Rising Generation’s journey.

It has been delivered to audiences that consist of the rising generation, their parents and their advisers and results in a deeply engaging and thought-provoking event.

Your group will be joined by one of The Quest for Legitimacy’s author/researchers to share main themes of the book and host an interactive discussion with guests.

Fee:
$3,000 + travel expenses, books for participants at discounted rate

Duration:
2 ½ – 3 hrs. from arrivals to departures

Suggested Number of Attendees:
20-50

Welcome cocktails and appetizers– 30 minutes

Main course – 30 minutes

Presentation by Dr. James Weiner or Russ Haworth, Authors & Directors, The Quest for Legitimacy – 25 minutes

Interactive discussion with the group – 30 minutes

Closing remarks, casual conversations, departures

“A cocoon of transformation. Each of us as learners returned to our respective paths, carrying not just newfound knowledge and skills but also a heart full of answered questions and an unshakeable belief in the power of commitment to drive positive change. The positive energy that puts feelings into motion.”

Advisor Briefing

For Financial, Law, Accounting, Family Business Advisors

Great for corporate training and staff professional development at financial and other service firms. Provide your advisor team the tools to build strong, long-term relationships across multiple generations in client families.

Along with presentation and discussion during the Briefing, each advisor will leave with a copy of the book and a short questionnaire to use with clients to gain additional insights on rising generation family members.

Fee:
$2,500 + travel expenses, books for participants at discounted rate

Duration:
2 hours from arrivals to departures

Choose time of day:
Breakfast, lunch, or mid-afternoon

Suggested Number of Attendees:
20-50 people

Arrivals and light refreshments – 20 minutes

The Quest for Legitimacy: Presentation by Dr. James Weiner and/or Russ Haworth – 30 minutes

Interactive discussion with the group – 30 minutes

Closing remarks and departures

Dr Jamie Weiner

Jamie brings together his life experience in a prominent family and his professional foundation as a psychologist with over 50 years of experience, family business consultant, researcher, and thought leader to create inspiring and empowering experiences for his audiences.

His keynotes, workshops, and multi-day experiences are based on his life experiences and his  groundbreaking model for navigating the unique struggles of growing up in a prominent family.

This model came out of personal conversations with the rising generation and qualitative research that defined his book, The Quest for Legitimacy: How children from prominent families discover their unique place in the world. (July 2022, Wiley Publishing).

Jamie’s engaging speaking style and compelling story telling helps to create an intimate and enjoyable experience for audiences of all sizes.

Jamie has delivered over 100 lectures, keynotes, and workshops across the World for organizations such as Purposeful Planning Institute, Family Firm Institute, Family Business UK and STEP as well as Family Offices and Private Banking Institutions.  

Jamie is a Fellow of the Family Firm Institute (FFI) where he has served on the board. He chairs the program committee of Psychosocial Dynamics of Family Business (PDFB) and is a member of the Coalition for Family Flourishing (CFF), as well as presenter in the Purposeful Planning Institute (PPI).

Russ Haworth

Russ a specialist family business adviser based in the UK but working with businesses all over the World. He has been working with families in business for over 15 years, initially in a financial planning and wealth management role but now as a family business consultant.
 
Russ is a well-respected family business adviser and has been awarded the Advanced Certificate in Family Business Advising, from the Family Firm Institute. This is recognised globally as one of the leading qualifications for those providing advice to family-owned businesses.
 
As well as being a specialist adviser to families in business, he is a frequent speaker at national and international conferences. He is also the host of the widely acclaimed The Family Business Podcast, one of the worlds’ leading resources for families in business. The podcast is supported by Family Business UK.  
He is the Co-Director of “The Quest for Legitimacy,” a groundbreaking model for successfully navigating the unique struggle of growing up in a prominent family. Starting as a global longitudinal study that looked at the impact of growing up around significance has had on the Rising Generation, this program will re-shape how we work with these individuals to help reduce their isolation, achieve agency, and discover the true contribution they can make in the world.
 
He is a member of Faculty and the Advisory Board of The Ultra High Net Worth Institute. The UHNW Institute is a non-profit and independent “Think Tank” – A publisher and curator of exceptional thought leadership and content relating to UHNW families, family offices, their advisors, and the industry.

What Others Have Said

“This diverse group of individuals gathered with hearts brimming with curiosity and anticipation. Each carried their own aspirations, and unique stories, but they were united by the common thread and a yearning to nurture relationships.”

 

“Here’s a big thank you to the Quest for Legitimacy team for setting an environment for deep internal work I didn’t know I needed. And for giving us tools to go on and be guides on the Quest for Legitimacy.”

 

“The retreat had become a cocoon of transformation. Each of us as learners returned to our respective paths, carrying not just newfound knowledge and skills but  also a heart full of answered questions and an unshakeable belief in the power of commitment to drive positive change. The positive energy that puts feelings into motion.”