Learning is the heart and soul of Essential Connections.
We love libraries, bookstores, and collaborating with other lifelong learners.
Jane started the Family Learning Network at Family Office Exchange and is a member of Jay Hughes’ Chief Learning Officer Think Tank. With expertise in qualitative research, she uses online surveys and in-depth interviews to explore the questions that challenge family offices. Areas of study to date include:
- Family Office and Private Trust Company (PTC) Benchmarking
- Family and Family Office Governance
- Leadership Succession
- Practical Strategies for Engaging the Rising Gen (ages 25-40).
We’re energized by the questions that family offices ask and eager to find the answers.
Research
Publications
- Family Business Magazine, A survey of enterprising families’ governance practices
- Trusts & Estates Magazine, Areas of Focus for Families and their Advisors
Speaking
Jane is passionate about sharing practical insights and skilled at facilitating panel discussions with family members and office executives whose experience brings her research to life. The best sessions feel like a conversation rather than a presentation and leave everyone in the room with at least one new idea or resource to try at home.
Invite Jane to lead a session on any of these research topics
at your next family meeting or family office gathering.