Oct 10, 2022
What You’ll Learn:
- How our childhood experiences become the undercurrent of our relationship with wealth
- How to talk to your kids about money in a way that eliminates fear
- How to find passion and motivation in children in a family business
- Why Kjartin recommends low-income, high-impact jobs for children of wealth
- Holding a family conversation about individual and shared purpose
- How to build support from the family system
- How to help children who appear to be unmotivated or disinterested
- The importance of unconditional positive regard
- How shame compounds stagnation
- Keeping generations connected when Next Gen is exploring new possibilities
- Looking at the family office as an extension of the family system
- Making sure the family office represents the family and not just specific individuals
Resources:
https://www.facebook.com/Graddha
https://www.linkedin.com/company/graddha-inc
Bios:
KJARTAN JANSEN, MA, CFA
Co-founder and CFO, Graddha
Kjartan brings to Graddha a combination of financial acumen, facilitation training and relevant
personal experience. With over two decades in finance, he is committed to normalizing it for
clients so they can better navigate the complex landscape of wealth. This involves helping
clients define their values, and then creating deep alignment with their financial lives and
Relationships.
Kjartan’s work is informed by multiple roles in several industries. He began his career in
technology consulting. He subsequently held roles in investment banking (equity research),
venture capital (clean technology), and as a start-up CFO.
He holds a Bachelors degree in Economics from the University of Bergen in Norway, which
included a year studying in Germany as a Ruhrgas scholar. He also holds a Masters degree in
Applied Economics from the University of Michigan. Additionally, he is a CFA®️ charterholder.
In addition to serving on the board of the family office Springcreek Advisors since 2008, he is an
active member of the Purposeful Planning Institute, the Family Firm Institute and The Heritage
Institute. He serves on the board of the Ree and Jun Kaneko Foundation, and recently
deepened his knowledge of trust administration (Cannon Financials Trust Fundamentals) and
family enterprise (Family Firm Institutes Certificate in Family Business Advising).
Kjartan speaks five languages. When not working with clients, he can be found pursuing
adventure on his skis, bike, or surfboard. He likes to travel with his family to his native Norway
and anywhere else he can manage to explore and experience the world with them. Kjartan
served in the Norwegian Army and is a serious meditator.
MARLIS JANSEN, MA, LMFT
Co-Founder and CEO, Graddha
Marlis is a licensed psychotherapist and certified coach who is trained in wealth
psychology. In addition, she is a sixth-generation member of a family of stewardship. This
combination of professional training with lived experience gives her a unique
perspective on the nuances and complexities of owning financial wealth.
Prior to founding Graddha, Marlis worked in healthcare information technology. As a
product developer, she designed call-center based services to assist patients in making
health care decisions. Marlis also served as Director of Business Development and
Director of Product Development in a couple of healthcare startups. Later, her
experience as a mom inspired her to contemplate how we ascribe value to people and work.
Marlis holds a Bachelor's degree in Anthropology from Harvard University, a Masters
degree in Psychology from the California Institute of Integral Studies and a Graduate
Certificate in Financial Psychology and Behavioral Finance from Creighton University
Heider College of Business. She received her certification in integral coaching from New
Ventures West.
She is an active member of the Purposeful Planning Institute, Family Firm Institute, The
Heritage Institute and the Financial Therapy Association. She serves on the board of the
Stone Age Institute and, since 2009, has served as Vice President of The Springcreek
Foundation, her family’s private philanthropic foundation.
Marlis is proficient in French, Spanish and Norwegian. She loves to enjoy home cooked
family dinners, hike Mt. Tam with her family and dogs, travel in unfamiliar countries and
cultures, and compel family members to join her in a game of extreme Pictionary as
often as she possibly can.