How can you be responsive to what someone needs today while also strengthening what they will be able to navigate for themselves tomorrow?
Starting Time:
October 8, 2026
Ending Time
October 8, 2026

How can you be responsive to what someone needs today while also strengthening what they will be able to navigate for themselves tomorrow?
Using case scenarios and the lens of Bowen Family Systems Theory, this salon will explore:
• How this pattern of over-functioning and under-functioning can develop in advisor-client relationships, and within families
• How to recognize when you are beginning to function for someone rather than with them
• How to widen your repertoire of ways to engageThis will be an interactive conversation, not a presentation.
Come prepared to think through specific scenarios, reflect on your own functioning, and consider what other ways of engaging might be available to you in your professional and personal relationships.
Below are our upcoming events. We hope to see you at one of them.
Plenary: “From Financial Wealth to Generational Wealth: Who Does My Family Need to Be and What Capabilities Do We Need to Strengthen? PLUS ”Breakout: “From Feelings to Functioning: What Is Mine to Do When Family Members Have Less?”
