Thought Leadership

Check out examples of Mindy’s thought leadership below.

Speaking & Webinars

Mindy has spoken at the following events:

Featured Speaker
10th Annual Strategic Investment Symposium

Keynote Speaker
Balentine Wealth and Legacy

Speaker
Changing the Family Wealth Discussion: The Implications of Wealth 3.0

Panelist
Involving the Rising Generation: Challenges and Opportunities

Speaker
Formalizing Family Learning: A Pathway to NextGen Engagement, Cohesion and Credibility

Publications

WealthManagement.com

The Rising Generation’s Role in Family Offices

Family Business Magazine

The Time is NOW For Your Rising Gen

Family Business Magazine

The Rising Gen Engagement Pipeline

Family Business Magazine

Transferring Great Wealth and Great Responsibility

Family Business Magazine

Tips for Family Offices in Planning Family Education Programs

The New York Times

5 Tips on Managing the “Boomerang Generation”

Podcasts

Engaging and Preparing the Rising Gen with Mindy Kalinowski Earley

FOXCast

Engaging and Preparing the Rising Gen with Mindy Kalinowski Earley

Navigating Generational Transition in Family Offices with Mindy Kalinowski and Hannah Shue

Capital Club

Navigating Generational Transition in Family Offices with Mindy Kalinowski and Hannah Shue

Rising Generation Education w/ CLO Mindy Earley

The Successful Generations Podcast

Rising Generation Education w/ CLO Mindy Earley

Videos

Family Office Exchange

Courageous Money Conversations: Unique Approaches for Financial Education

Family Office Exchange

Preparing the Rising Generation for Leadership and Succession

Family Office Exchange

A New Era in Family Wealth: The Rise of Human Capital

Family Office Exchange

The Key to Generational Sustainability: Family Learning