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100% of Family Business Magazine/Stetson University workshop survey participants indicated:

"This session was valuable and I would recommend it."

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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


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. 

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