Kaleo is a little-known Greek word for “called” and “to be invited.” But for the partners within the Kaleo Network of Family Business Advisors, the sense of being called to serve families occurred long before the group formed. Kaleo is a collaboration of well established advisors to families-in-business and families of wealth. Kaleo was created to bring the best possible resources and continuous learning experiences to the families that the partners serve. Kaleo partners believe that diversity of advisor strengths and competencies, experience and wisdom, shared values, commitment to teaming in client engagements and desire for shared learning and growth are essential elements needed to serve the complexity and multi-dimensional nature of family transitions , whether a transition of family wealth or of the family business.
Recognized as one of the world’s leading experts specializing in the emotional dynamics that impact families-in-business and families of wealth. The international association, The Family Firm Institute, recently honored him by selecting him to receive the prestigious…“Award for Interdisciplinary Achievement”. His book – Love, Power and Money – has won world-wide acclaim in reviews in the major publications dealing with family enterprises as one of the best books on integrated family transition planning.
Founder/president, Delaware Valley Family Business Center
A management consulting and training firm which helps business families make wise choices today and through the generations.
Founder of Real Talk, LLC
Dr Kay Vogt is the founder and President of Real Talk LLC, based in Chicago, Illinois and San Diego California. She has consulted with many closely-held businesses on succession, leadership, and relationship issues since Along with her license…
as a psychologist, she holds certificates in Family Business Advising, Internal Family Systems, Dynamic Facilitation, Focusing, Hogan Assessments and many other individual and group modalities. She believes that conflict in a family or group is a Whole System issue and that everyone should be invited to be a part of the solution. In the event that not all members are willing to be involved, it is possible to proceed with those who are willing.
Dr Vogt has an undergraduate degree in economics from Benedictine University and spent many years in management at AT&T prior to earning her doctorate in psychology and pursuing her interest in building authentic “community”. She had a clinical practice for 15 years treating depression, anxiety, trauma and personality disorders. For many years she had both a clinical practice and a family business advising practice and in 2010 she left the practice of clinical psychology to devote all of her time to Family Business Advising.
She is also a charter member of Kaleo, LLC a distinguished group of family business consultants located throughout the United States. In addition to her solo practice, Dr.Vogt and teams with Kaleo members to work on a long term basis with select families who are committed to transforming multi-generational patterns so they can enjoy healthy emotional lives and open, honest relationships.Read more…
Delaware Valley Family Business Center
Building on her passion to assist individuals to find their voices and make wise choices, and nurture families to be intentional and resilient, Sally uses the The Lasting Legacy Process™ – a family-friendly inter-generational learning and team-building process – which provides the direction, confidence and tools to address the “natural complexities” and dangers faced by business families.
Working alone or alongside other team members, Sally assists business families to speak the truth in love about the real issues and work effectively together in building and Key Teams of a Lasting Legacy; always testing, clarifying, refreshing expectations and defining appropriate boundaries within and between the individuals and the various governance structures.
Drawing on over 19 years of experience working with dozens of business families, Sally leads family meetings and facilitates the development of Family Councils which build the “family muscle” required to grow great families that work together with confidence, clarity and alignment for generations to come. Preparing business families for generations of success requires disciplined attention and regular discussions to forge family policies/shareholder commitments which speak with “one voice” to provide incredible competitive advantage for the business as well as maximum harmony within the family. Engagements may include Family Council development, Shareholder Education, Mediation, Next-Generation Assessments, as well as high collaboration with other advisors of the family and the business.
Sally is a member of Family Firm Institute, an international professional organization dedicated to providing interdisciplinary education for family business advisors, and holds a certificate in Family Business Advising from FFI. She is also a member of the Kaleo Network of Family Business Advisors, a group of premier family business advisors who learn and collaborate together in service to family business systems. A graduate of Eastern Mennonite University and Ashford University, Sally earned degrees in organizational management and psychology.
Sally grew up in a family business which gives her first-hand appreciation for the unique challenges, opportunities and complexities facing families who own and manage enterprises together. Sally’s passion in working with business families is rooted in her own life-giving family experiences of shared values and commitment to each member’s success. Launching her own home-based business when her children were young has been another laboratory for Sally to gain first-hand understanding in the challenges of business ownership, leadership, and balancing personal and professional interests.Read more…
John (“John A”) Warnick is the founder of the Purposeful Planning Institute and Family Wealth Transitions & Solutions. John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to insure the planning is congruent with his client’s core values. He delivers workshops…across the nation for estate planning attorneys and financial planners sharing the six paradigms of Purposeful Planning and the Seven Keys of the Purposeful Trust.
He spends a considerable amount of his time facilitating family retreats and providing wealth counseling, fiduciary and philanthropic consulting services. He finds immense fulfillment in educating and training children, adolescents and emerging adults in financial literacy, philanthropic service, and holistic family wealth principles.
He is currently serving as co-editor of a book on best practices for trusts and is also working on two other books entitled The Gift of You and The Purposeful Trust Handbook. John A is also a charter member of Kaleo, LLC a distinguished group of family business consultants located throughout the United States. Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.Read more…