Our seminars and workshops for families and individuals provide concepts and tools that allow participants to tap their inner resources and make affluence a positive, liberating experience for themselves, their families and their community. Available topics include:
  • Family wealth and stress
  • Discovering your three dimensional relationship with money
  • Tracing family relationships with money through genograms
  • Exploring the psychological impact of sudden wealth
  • Marriage and economic inequality
  • Children and family money

We also offer seminars and workshops based on our book, Silver Spoon Kids: How Successful Families Raise Responsible Children. These seminars and workshops are available for families, as well for businesses wishing to provide that something extra for clients, employees, executives, Board members and their spouses. Topics include:

  • The role of secure attachment in child development
  • Psychosocial developmental stages
  • Your family's three dimensional relationship with money
  • Clarifying your financial values
  • Talking to children about money
  • Explaining socio-economic diversity
  • The role of philanthropy in raising responsible children
  • Developing family wealth plans which reflect your inner values
  • Issues of adult children
  • The role of grandparents

"Rather than the root of all evil, money can serve our highest goals. But it can only serve those goals if we are honest with ourselves about what we have and what we believe is important, and educate and inspire our children accordingly. Silver Spoon Kids is a wise and indispensible guide for moving through that thought process."

-- Sarah Pillsbury,
Producer and Philanthropist

Financial and legal advisors benefit both personally and professionally from participating in the above seminars and workshops. In addition, the Gallo Institute offers presentations designed to help financial and legal professionals create better and longer lasting client relationships. Seminars and workshops for advisors cover:

  • Recognizing why estate and financial planning are stressful for the client
  • Tools to reduce stress and build client relationships
  • Helping the client deal with ambiguity and frequent change
  • Understanding both your and your clients' money personalities
  • Developing financial and estate planning strategies consistent with your clients' money personalities

Multi-disciplinary workshops and seminars which combine psychological and emotional issues with technical estate planning topics are available through a unique arrangement with the Los Angeles Law firm of Greenberg Glusker Fields Claman Machtinger & Kinsella LLP.

 
Copyright 2001-2005 The Gallo Institute