Flourishing Families: The Challenges and Opportunities of Family Wealth With Alasdair Halliday

Research confirms the challenges that affluent families face in preserving family unity and wealth down through the generations. In this discussion, participants will explore the important decisions individuals and families must make about wealth, family, and philanthropy, and the principles that support family flourishing. Mr. Halliday will share insights from the science and literature on family systems and from his discussions with individuals and couples in the Harvard community and beyond, and will encourage attendees to share their own experience and insights with the group.

As Harvard’s philanthropic advisor, Alasdair Halliday assists individuals and families with issues at the intersection of family and wealth. A frequent speaker on these issues, he has trained extensively in family systems theory and worked closely with Charles Collier, a pioneer in the field. Together with Anne McClintock, Mr. Halliday cowrote a chapter entitled “How Can You Encourage Generosity in Your Family?” for the book Wealth of Wisdom: The Top 50 Questions Families Ask, published in 2018. Mr. Halliday is also a charitable tax planning specialist. Before joining the Harvard staff in 2004, Mr. Halliday was at Monitor Company, consulting to Fortune 500 clients on strategy and finance and working in Monitor’s Asset Management Group. He holds a degree in economics from Harvard College.