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Family Office

On demand | Family legacy summer series

While most large, multi-generational families and family offices have different goals, it’s safe to say all families want to create lasting legacies from one generation to the next. Family offices face many challenges in achieving their goals, and unfortunately, the majority of family businesses disappear by their third generation.

Marsh McLennan Agency Private Client Services is honored to bring family office clients our virtual Family Legacy Series! Featuring Dr. Jeremy Lurey, an expert in family legacy and business psychology, this series of three events will help you learn how to transform your family into a high-performance family and stay connected for generations.

Solid Family Foundations

We kicked off our series by discussing the overall framework for creating a multi-generation, high-performance family. This includes defining key measures of success around family business, family relations, and family philanthropy.

Focused Family Business

Join this session focused on family business topics including Resilient Leadership, NextGen Engagement & Leadership Development, Boards of Directors/Advisors, and Business Succession & Exit Planning.

Confident Family Governance

Explore effective family governance practices including family charters, family communication, building strong family relationships, and family council forums and retreats.

Date:  August 25, 2020

Duration: 59 minutes

Featured Speaker:

Dr. Jeremy Lurey is a family advisor and CEO coach with Family Legacy 1st and CHIEFEXECcoach. With more than 25 years of progressive experience as a consultant, he serves clients ranging from families of significant wealth to mid-market companies to Fortune 500 corporations. Dr. Lurey has a passion for helping established families transition their businesses and transfer their wealth to the next generation. He regularly facilitates family forums and retreats, drafts family charters, and provides family counseling to both parents and their children. He also designs executive coaching programs to help leaders develop the presence and skills required to succeed and create even greater value in their businesses. Dr. Lurey’s clients regularly acknowledge his unique ability to get them unstuck and guide them to the next level while doing so in a way that is compassionate, supportive, authentic, and ultimately helps them achieve their personal and professional objectives.


Kim Connell, Managing Director, West Zone Leader, Private Client Services

Kim oversees the client advisory services across the West Zone and leads the firm’s family office strategy. A seasoned personal insurance expert with more than 30 years in the industry, Kim has a deep understanding of the marketplace as well as the complex, unique exposures of the private client segment.

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