Raising Money Smart Kids:

A Three-Part Interactive Web series

After many years of advising wealthy families, we have become absolutely convinced that one of the biggest dangers is that money can be poison to the successful development of children and families. It is such an important issue, that we have made a significant effort to make this a key focus in our work with clients.

We are really excited to announce a new program we have been working on with Dr. Richard Orlando, to help you better address this challenge in your own family. Along with Richard, we sat down and mapped out everything we have learned over many years working directly with families, and developed an educational program to share this knowledge. Most importantly, we will not only be sharing our conceptual knowledge about this topic, but we will be teaching the actual practical tips, strategies and habits we have seen work for families in the real world.

The program will be a series of three interactive webinar teleconference sessions. Each session will consist in part of Richard sharing his extensive knowledge from 20 years of experience, and discussing actual case studies he has witnessed, but also we will roll up our sleeves and conduct some interactive exercises and share practical tips, so that you will walk away with a concrete road map of what you can actually do in your own family to better develop these habits in your kids.


If you would like to learn more about the exclusive 3-part web series with Dr. Richard Orlando and Erik Strid or to reserve your spot, please complete the enrollment form below.