Eileen Gallo, Ph.D., a licensed psychotherapist in private practice in Los Angeles, assists individuals and families with the psychological and emotional issues related to money, children and family wealth. Dr. Gallo's doctoral dissertation in psychology examined the psychological impact of sudden wealth. She is a member of the American Association of Marriage and Family Therapy, the California Association of Marriage and Family Therapists and the Stepfamily Association of America. Dr. Gallo lectures nationally to families, financial advisors and their clients on the psychology of money, the issues surrounding family wealth and the challenges of raising children in an affluent environment. Dr. Gallo writes about the emotional and psychological issues of wealth as a regular columnist for the Journal of Financial Planning. She is co-chair of the Committee on the Psychological and Emotional Issues of Estate Planning of the American Bar Association.
Jon Gallo, J.D. heads the Family Wealth Practice Group of Greenberg Glusker Fields Claman & Machtinger, LLP, in Los Angeles. He is a Fellow of the American College of Trust and Estate Counsel, an Academician of the International Academy of Estate and Trust Law and certified by the California Board of Legal Specialization as a Specialist in Probate, Estate Planning and Trust Law. Mr. Gallo has chaired the American Bar Association Committee on Life Insurance Planning, the American Bar Association Committee on Generation-Skipping Taxation and the UCLA Estate Planning Institute. He is a regular columnist for the Journal of Financial Planning. Mr. Gallo writes and lectures nationally about both the technical and psychological issues of estate planning and is the author of more than seventy articles on advanced estate planning techniques. In conjunction with Dr. Gallo, he co-chairs the Committee on the Psychological and Emotional Issues of Estate Planning of the American Bar Association.
Since 1987 the Gallos have co-authored articles examining the psychological issues of family wealth which have been published by the UCLA, NYU, Miami and Notre Dame Estate Planning Institutes, as well as appearing in the Journal of the Real Property, Probate and Trust Law Section of the American Bar Association. Their work has been featured in such publications as Forbes, Worth, Kiplinger's Personal Finance, Barrons, St. Louis Post Dispatch, The Christian Science Monitor, USA Today, Time Magazine, The Chicago Tribune, Avenue Magazine, The New York Times, Orlando Sentinel, Robb Report, Real Simple, Martha Stewart Living, Money, Houston Chronicle, Toronto Star, Los Angeles Times, Parents, MSN Money, Better Homes & Gardens, U.S. News & World Report, Town & Country, Work & Family Life and The Wall Street Journal.