Who Benefits From Our Workshops?

• Wealthy Parents:  Living in the high net worth environment presents parents many challenges in bringing up their children with the proper balance and values surrounding their affluence. This workshop provides a safe, open and comfortable forum for exploring different approaches, strategies and tactics to navigate the often confusing parenting minefield specific to the wealthy. Click here for more.

• Family Business Owners, university family business program members, and small business owners: Wealthy parents work hard to create and preserve their wealth, but often fail to prepare the next generation to handle it responsibly.  When a family business is part of the equation, no matter how well parents have trained their children to take the reins, if they are not responsible wealth owners, the business and their own financial and emotional health will be at risk.  Creating the right environment in which to raise children to be happy, motivated and responsible is key to the success of the family business.   This workshop will explore how the financial, intellectual and spiritual/emotional choices parents make are likely to impact the future success of the business and next-generation owners and leaders.  Click here for more.

• Professional athletes, celebrities, business owners, inheritors – or anyone who has acquired sudden wealth, especially at a young age: About 78 percent of former NFL players have gone bankrupt by the time they have been retired for two years, and about 60 percent of former NBA players go broke with in five years of retirement.  Also the majority of lottery winners go bankrupt with in five years.  Professional athletes, celebrities and others who acquire sudden wealth desperately need guidance to be more responsible and savvy in how they invest, save and spend the substantial sums they acquire in a short time. This workshop will help your clients to understand the “business of wealth.” Click here for more.

• High Net Worth Advisors: Investment managers, wealth advisors, tax consultants, family office professionals, trust and estate lawyers, accountants, psychologists, managers and agents of professional athletes and celebrities each provide expertise in one or a few disciplines  that help them guide wealthy clients through some specialized piece of the wealth puzzle.  This workshop helps advisors better understand a broad perspective, beyond their areas of expertise, of the many challenges and choices their clients confront.  Professionals of all stripes will come away with value-added tools and techniques that they can translate into services that will better serve their clients. Click here for more.

Jayne and Rich will present case studies, research and exercises based on their book Kids, Wealth, and Consequences.  The adult-targeted, highly interactive workshops encourage active participation and interaction.  We are happy to customize programs for your high net worth groups’ needs.