Advanced registration has closed.  A limited number of walk in registrations will be available at the door.  First come, first served.

Building Legacy Families
Speaker- Dr. Lee S. Hausner, PHD, Senior VP Family Enterprise, First Foundation
Lunch will be served.

Every family has the opportunity to be a Legacy Family. If you’re successful in this effort, or helping your client in this effort, then 50 years from now your client’s life story will be told and retold at the gatherings of their large, loving, and productive family.

It will be very difficult for any family to flourish through the generations if it does not maintain a balance in the four capitals of wealth. These four capitals – human, financial, intellectual, and social – must be replenished and enhanced by each generation. If one generation is allowed to live off the success of those who preceded it, then future generations are unlikely to ever recover.

Learn how you can help your family or client prepare and plan for success across generations at this luncheon event.

About the speaker

Dr.  Hausner, an internationally recognized clinical psychologist and business consultant, provides family consulting services.  These services include assisting families in learning effective communication and conflict resolution skills, facilitating family retreats, resolving generational issues, assisting in family business and wealth transfer issues and increasing each family member’s one to one personal effectiveness.  Dr. Hausner is the author of several books, including Legacy Families...The Definitive Guide to Creating a Successful Multi-generational Family, Hats Off To You 2...Balancing Roles and Creating Success in Family Business Succession, and Children of Paradise…Successful Parenting for Prosperous Families. She co-authored A Founders Guide to Creating a Family Foundation with Doug Freeman. She is a frequent guest on national media and has been a quoted expert in national publications such as The Wall Street Journal, Time, Forbes, Fortune, Town and Country, Privilege and The Robb Report.  Dr. Hausner is a graduate of Northwestern University (B.A., Psychology), San Francisco State University (M.A., Psychology), and Kensington University (Ph.D., Psychology).

With thanks to our sponsors:

                  

   
  

With thanks to the AiP San Francisco Bay Area Chapter Committee:
Aviva Boedecker, Tina Hurley, Kelly Larkin, Alexandra Morgan, Alexandra Pastor, Chris O'Connell, Catherine Pyke,Sandy Price, Betsy Strong and Stasia Washington