STRENGTHENING FAMILIES, EMPOWERING ADVISORS

KEYNOTES AND WORKSHOPS

  • Before it's Too Late (conflict resolution for families)
  • Advisor, Know Thyself (for wealth and family office advisors)
  • The Psychology of Wealth (for families and advisors)
  • Emotional Money (the economic downturn and its impact on families and advisors)
  • Trust in a Time of Crisis (rebuilding trust amongst investors and advisors)
  • Legacy and Succession Planning (family dynamics in ownership transition)
  • The Fully Prepared Heir (facilitating successful inheritance)
  • Addiction in Wealthy Families (dealing successfully with addicted/alcoholic family members)
  • The Spirit of Generosity (for philanthropic families and advisors)