“Finding “Success” in Family Business Succession” and “What Does a Trump Presidency Mean for Your Investments?”
Speakers: Lee Hausner, Author of “The Legacy Family….The Definitive Guide To Creating a Successful Multi-generational Family,” and Lou Abel, Chief Investment Officer of First Foundation Advisors.
Lee Hausner, Ph.D., 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 and increasing each family member’s one to one personal effectiveness. Her facilitation skills and tools provide families the opportunity to support and successfully create long term financial and personal goals.
Dr. Hausner co-founded a nationally recognized consulting group dealing with the unique problems confronting families involved in a family business and/or high net worth families of wealth that became First Foundation Advisors. She incorporated a unique six-step transition model for effective succession of family businesses in the critically acclaimed family business resource book, “Hats Off To You 2…Balancing Roles and Creating Success in Family Business Succession”. Previously Dr. Hausner served 19 years as the senior psychologist for the Beverly Hills Unified School District.
Dr. Hausner authored the seminal work regarding wealth and the family, “Children of Paradise… Successful Parenting for Prosperous Families” and co-authored “Homework Without Tears…A Parent’s Guide to Motivating Children to do Homework and Succeed in School”. She has co-authored with Douglas K. Freeman, J.D., L.LM, their latest book, “Legacy Families…The Definitive Guide to Creating a Successful Multi-generational Family” and an earlier book “A Founder’s Guide to the Family Foundation”. Dr. Hausner 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, The Robb Report and a contributing writer for Worth magazine. She has been a presenter at the World Economic Forum in Davos, and high net wealth/private client conferences. In addition, she has established a reputation as a well-regarded keynote speaker and seminar leader. She has been a highly-rated resource to YPO, WPO and CEO for the past 17 years.
Dr. Hausner is a graduate of Northwestern University (B.A., Psychology), San Francisco State University (M.A., Psychology), and Kensington University (Ph.D., Psychology).
Louis P. Abel, CFA, CAIA, serves as chief investment officer, chair of the investment committee and chair of the alternative investment sub-committee for First Foundation Advisors. Through his cumulative roles, Mr. Abel leads the firm’s economic and market outlook and overarching investment strategy – including decisions on strategic and tactical asset allocation, and manager selection.
Mr. Abel has over 25 years of investment experience. Prior to joining First Foundation in 2010, he served as senior portfolio manager for U.S. Trust. While there, he was responsible for managing nearly $600 million for individuals, family offices, foundations and municipalities; and served as a member of the Global Wealth and Investment Management Advisory Board. Past positions also include senior portfolio manager for Wells Fargo Private Bank; senior portfolio manager for Husic Capital Management, where he co-managed more than $1.3 billion in assets for clients such as Coca-Cola and Stanford University; and more than a decade with Engemann Asset Management, where he spearheaded the firm’s international investment effort, managing a global equity mutual fund and serving as a member of the investment committee. Mr. Abel began his career as an analyst at Wilshire Associates, where he served on the consulting team for major pension fund clients such as CalPERS and CalSTRS.
Mr. Abel serves as an ambassador for Professional Child Development Associates, where he was previously a member of the Advisory Board and Board of Directos. He was also previously the chair of the Finance Committee and served on the Board of Trustees for the Pacific Asia Museum (now named the USC Pacific Asia Museum), and the Board of Directors of Southwest Chamber Music.
Mr. Abel completed Stanford University’s Executive Program on Investment Management, earned an MBA in international finance, graduating with honors, from UCLA’s Anderson School of Management, and holds a Bachelor’s degree in economics from the University of California, San Diego. Mr. Abel also holds the Chartered Financial Analyst® (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) charter.
This meeting is sponsored by: