100% of Family Business Magazine/Stetson University workshop survey participants indicated:
"This session was valuable and I would recommend it."
Who Benifits from our Workshops and Keynotes?
Affluent Parents • Teens, Young Adults • Entrepreneurs • Executives • Financial Advisors • Family Offices • Family Business Programs
Recent & Upcoming Appearances
Family Firm Institute Annual Conference • Stetson University/Family Business Conference • Merrill Lynch/Bank of America F.A. Conference • The New Family Office Forum • Batavia School District’s Parent Academy• Willets Road PTO • Lake Forest Illinois Rotary Club
WORKSHOPS
Both Rich and Jayne are seasoned speakers, having addressed a range of audiences from intimate corporate events to large community events and professional conferences.
Each presentation includes case studies, research and exercises based on the book Kids, Wealth, and Consequences. In addition, their interactive workshops provide self-surveys; lifestyle and values inventories; financial checklists; guided questions and communication methods; educational experiences, techniques, simulations, and games. These tools help participants gain the insight to create a truly wealthy life and a lasting legacy for generations to come.
They customize their engagements for your group.
Most Popular Speaking Topics:
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Parents, Wealth and Consequences: Addressing Parents’ Most Pressing Questions & Problems
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Kids, Family Business and Consequences: Preparing Successors to Handle Wealth Responsibly
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- Professional athletes, celebrities, business owners, inheritors – or anyone who has acquired sudden wealth, especially at a young age:
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Advisors, Wealth and Consequences: Getting Inside the Head of Your High Net Worth Clients
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