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Pathways to Perpetuate Wealth & Family Heritage: Your Legacy for the Future

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Pathways to Perpetuate Wealth & Family Heritage: Your Legacy for the Future
Presenter: Thomas Hubler, Hubler for Business Families, Inc
Thursday, April 24 | 12:00 noon

The presentation is a discussion of the key emotional ingredients to perpetuate wealth in families. The presentation includes the four elements of happiness in creating a legacy along with a five part model for legacy, including both the emotional and financial aspects of legacy. Also, included is a model for Inside-Out Philanthropy Planning. Another aspect the presentation will highlight is a discussion of spirituality and its importance in assisting consultants to guide their clients in creating outcomes that are consistent with their spiritual and family values. Conference attendees will come away with specific suggestions to utilize in their work ideas that will enhance the process and outcomes of inter-generational legacy planning.

When Thomas M. Hubler began his family business consulting practice in 1980, he was one of the few professionals addressing family-owned businesses in the United States. Hubler has over 35 years of experience of working with families. While a good portion of that experience has been in working with business families, at the same time he is noted for his ability for peacemaking within families. In his early career, he was a marriage and family therapist and, after receiving a Bush Fellowship in 1977, he pioneered the concept of succession planning in family owned businesses. Since that time, Hubler has played a major role in shaping this field, from helping colleges and universities establish family business institutes to his work with countless families and their business enterprises.

Hubler is a widely quoted expert on family business issues. He is a member of the editorial board of the Family Business Review. He has authored articles on success strategies for family-owned businesses and has been widely quoted in publications such as The New York Times, The Wall Street Journal, Business Week, Corporate Report, Nation’s Business, Inc. and StarTribune. In August 2001 and April 2005, he appeared on the NBC Weekend Today Show, commenting on family business issues, and is a periodic participant on Minnesota Public Radio’s Midmorning and Midday programs. Hubler has an on-line column that appears in the Elite Advisor Forum and previously had a column that ran for six years in MinnesotaBusiness Magazine. Hubler is the founder of the Minnesota Family Business of the Year Award, now in its fifth year of celebrating outstanding Minnesota family businesses.

In his time off, Hubler tends bees, harvesting honey for family, friends and clients. His "Three Acre Wood” honey is noted for its mellow flavor and vibrant color. For additional information visit Tom Hubler’s website:

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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