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The Gallo Institute offers multi-media seminars and workshops for individuals, families and financial advisors that examine the psychology of money and issues surrounding family wealth. The curriculum also focuses on the challenges of raising children in an affluent environment and the use of sophisticated wealth transfer techniques.

The Gallo Institute was established by Eileen Gallo, Ph.D., a licensed psychotherapist specializing in issues of family wealth, and Jon Gallo, a nationally known estate planning attorney. The Gallos have been writing and lecturing on the psychological and emotional issues of family wealth since 1987.

The Gallo Institute's seminars and workshops are designed to help individuals, families and financial advisors understand and cope with the emotional and psychological issues surrounding affluence. Handled appropriately, affluence can be a positive, liberating experience, which allows you to tap your inner resources and achieve results that benefit you, your family and your community.

 

 
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Presentations by the Gallo Institute have been sponsored by such organizations as New York University, Goldman Sachs, The American Institute of Certified Public Accountants, U.S. Trust, Sagemark Consulting, Northwestern Mutual Life Insurance, National Life of Vermont, Moore Stephens North American, Inc., Dain Rauscher Investment Services, the American Cancer Society. Wells Fargo Private Services, Bessemer Trust, the California Community Foundation, and the National Council on Planned Giving.


Contact Information:

Gallo Institute
11980 San Vicente Blvd. Suite 712
Los Angeles, CA 90049
310-207-0710 - phone
310-451-5819 - fax

Eileen Gallo - Principal
[email protected]

Jon Gallo - Principal
[email protected]

Valerie Olvera - Executive Director
[email protected]

 
Copyright 2001-2005 The Gallo Institute