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The Family Wealth Resource Presentation

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This is a slide show introducing the Family Wealth Resource.

This is a slide show introducing the Family Wealth Resource.


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  • 1. NOT FOULING UP YOUR KIDS WITH YOUR MONEY. PRICELESS.
    NOT SCREWING UP YOUR KIDS WITH YOUR MONEY. PRICELESS.
    YOU WORK A LIFETIME TO HAVE WHAT YOU HAVE. NOW TAKE THE TIME TO UNDERSTAND HOW YOUR FINANCIAL SUCCESS CAN HELP OR HURT THOSE YOU CARE ABOUT.
    Take the time to protect and preserve you most important asset, your family. 
    Take the time to GET IT RIGHT.
  • 2. THE FAMILY WEALTH RESOURCE
    where families and finances meet
  • 3. WHAT IS THE FAMILY WEALTH RESOURCE?
     
    Founded by Dr. Gary Buffone, a leading family psychologist and wealth advisor, and led by Dr. Steven Wise, the FWR maintains a dynamic Internet presence which provides a broad range of specialized educational, training and consultative products and services to affluent families and professional advisors.
     
     
    www.thefamilywealthresource.com
     
  • 4. CHOKING ON THE SILVER SPOON
  • 5. WHY FWR?
    We all know of situations where money issues, poorly managed, has damaged or twisted families in frightening ways. We have heard stories of the poorly crafted pre-nuptial that side tracked the best-laid plans for marriage, or the seemingly “perfect couple” that split up over there irreconcilable financial differences, or the brilliant but unmotivated child who somehow just couldn’t seem to make the grade, or the young adult children who squandered first their inheritance, and ultimately their lives, as a result of being given too much too soon. These are all examples of financial success, poorly managed, leading to disastrous consequences for the family.
    Fortunately, help is available.
  • 6. FWR PRINCIPALS
    .
    DR. GARY BUFFONE
     
    Dr. Buffone is a leading family psychologist and wealth advisor who has consulted with hundreds of affluent individuals and families over the past two decades. It is from this experience that comes the founding of the FWR in 1998.
     
    A recognized speaker who has delivered keynotes, seminars, and workshops to hundreds of lay and professional groups.
    Has authored over thirty articles, book chapters, continuing education courses and books including Choking on the Silver Spoon: Keeping Your Kids Healthy, Wealthy and Wise in a Land of Plenty(2004).
     
    His professional work has been cited in over 50 national and international publications including The Los Angeles Times, The Wall Street Journal, Money Magazine, Worth, Fidelity Magazine, CBSMarketWatch, The Boston Globe and MSN Money, to name just a few.
     
    DR. STEVEN WISE
    Dr. Wise is a licensed psychologist with a diverse academic and professional background in engineering and construction to clinical psychology and additional certifications in corporate consulting, he brings a unique perspective to The Family Wealth Resource.
     
    Over the years, Dr. Wise has counseled many affluent families on issues related to wealth and prosperity. In addition to his clinical work and university teaching, he has actively provided consulting services to private and government agencies and companies and has been heavily involved in the world of business.
    Dr. Wise’s experience has included a strong emphasis in business development and start-ups, engineering corporate turnarounds, and providing consulting services from start-up through M &A..
    Dr. Wise is a member in good standing in the Florida and American Psychological Associations.  
     
  • 7. WHO WE HELP
    The Family Wealth Resource continues to assist numerous prosperous families and professionals in a variety of advisor-related fields:
     
    Financial Planners and Advisors
    Accountants and CPAs
    Estate and Trust Attorneys
    Insurance Specialists
    Trust and Bank Officers
    Family Office Professionals
     
  • 8. WHAT WE DO
    FAMILY WEALTH COUNSELING AND CONSULTATION
    on issues of affluence and the potential negative impacts of success.
     
    ADVISOR TRAINING AND COACHING
    on better understanding and responding to the emotional and psychological needs and motivations of their high-net worth clients
    ADVISOR PRACTICE SUPPORT AND MARKETING
    to enhance the advisor services and build and expand the advisor’s client base
     
    EXPERT CASE REVIEW AND TESTIMONY
    in cases related to significant wealth and the effects on individuals and the family.
  • 9. BOOKS LIBRARY
    BOOKS FROM DR. BUFFONE AND OVER 200 REFERENCES
    ON FAMILY WEALTH AND FINANCIAL PARENTING
     
    Choking on the Silver Spoon: Keeping Your Kids Healthy, Wealthy and Wise in a Land of Plenty*
    Tricky Transfers: Five Definite Don’t When Divvying Up the Loot*
    The Myth of Tomorrow: Seven Keys to Living the Life You Want Today
    Bouncing Back: A 5-Step Recovery Program for Financial Dips, Dives and Disasters*
    Positive Parenting in Crises: Helping Children Cope Effectively with Divorce
    Golden Giving: Eight Smart Moves When Transferring Wealth to Children*
     
    *These books are available for co-branding and marketing with the inclusion of the members’ name on the cover and back as well as information about their firm or company. This package can also include the advisor member writing an introduction for the book also incorporated into the text itself.
  • 10. ARTICLES LIBRARY
    OVER A 100 ARTICLES ON A RANGE
    OF FAMILY WEALTH AND RELATED TOPICS
     
    Adult Children Living with their Parents
    Are Our Children Overindulged?
    Are You Obsessed with Having More Money?
    Brat-proofing Your Kids
    Blood is Thicker Than Water
    Avoid After-Vacation Stress
    Choking on the Silver Spoon Reviews
    Choking on Wealth
    Curing the Silver Spoon Syndrome
    Helping Clients Rebound from Bankruptcy
    Is it Smart to Pay for Grades?
    Fear of Death Gives New Urgency
    Is What I Do Who I Am?
  • 11. MINI-ADVISORIES LIBRARY
    Mini-Advisory #1
    Say What? The Ten Most Commonly Asked Questions about Family Wealth Counseling and Consultation
    Mini-Advisory #2
    Is Your Kid a Silver Spooner? Check the profile and decide now.
    Mini-Advisory #3
    Food for thought. Fifty Tips for Successful Parenting
    Mini-Advisory #4
    When Love and Money Meet. Take the Money-Mate Compatibility Test
    Mini-Advisory #5
    The Four Parent’s Pitfalls in Passing Wealth to Children
    Mini-Advisory #
    For the Mental Health Professional. Helping Prosperous Families
    Mini-Advisory #7
    Bouncing Back from Financial Dips, Dives and Disasters
    Mini-Advisory #8
    Understanding the Money-Happiness Connection
    Mini-Advisory #9
    For the Financial Professional. Next Level Advising
    Mini-Advisory #10
    Specific References on Wealth Transfers to Children
    Mini-Advisory #11
    For Couples: Finding Financial Compatibility
  • 12. SAMPLE – ASSESSMENT TOOLS
    NUMEROUS TESTS, CHECKLISTS AND ASSESSMENT
    TOOLS FOR FAMILIES AND THEIR ADVISORS
     
    The American Affluenza Test
    Parent’s Screening Test: The Silver Spoon Syndrome
    The Family Financial Fitness Test
    The Money-Mate Compatibility Test
    Are You Ready?: The Diligent Donor Checklist
    Are Your Children Ready?: The Better Beneficiary Checklist
    Estate Planning: The Parents Discovery Questionnaire
    Estate Planning: The Children Discovery Questionnaire
     
  • 13. AFFILIATE MEMBER BENEFITS
    Affiliates Only access to private sections of the Family Wealth Resource Website that provides advisors with free downloadable information of issues relevant to the high net-worth and their families (e.g. newsletters, e-books, audio books, mini-advisories, articles). These materials can also be used by Advisor Members for publishing in their firm’s client marketing or educational materials.
    Complimentary copy of Dr. Buffone’s book, Choking on the Silver Spoon: Keeping Your Kids Healthy, Wealthy and Wise in a Land of Plenty.
    Special Client Access to FWR Website. Affiliated Advisors are provided with a special access code that can be given to their selected clients for their access to over 100 books, articles, e-books, audio-books, and other materials relevant to affluent parents, families, and children.
    Participation in sponsored workshops, seminars and other training opportunitiesincluding CFP programs and credits.
    Marketing Package and Support based on the Family Wealth Resource/Family Transitions Program to assist in distinguishing your firm or practice in the marketplace.
     
  • 14. AFFILIATE MEMBER BENEFITS(CONTINUED)
    Two-Hour Consultation Annually with FWR principal regarding case consultations, marketing or other related matters.
    Subscription to Mind Over Money, the FWR newsletter for use in your firm’s publications or for direct mailing to clients.
    The Publication-Partnering Program. FWR offers a unique marketing opportunity that will powerfully distinguish your firm in today's crowded financial services marketplace. The Publication Partnering Program allows the advisor to write the Introduction and have their name, bio and firm information published on Dr. Buffones books. This provides the advisor with immediate credibility and the customized book can then be mailed selectively to their existing or prospective client base.
    Coming in 2010. Become a Certified Family Transitions Counselor. Members become eligible to participate in training to become fully certified as Family Transition Counselors by making application and meeting all criteria including the completion of the 15-hour core training FAMILY TRANSITIONS ©: THE COMPLETE CRADLE TO GRAVE PROGRAM FOR FINANCIAL PARENTING developed by Dr. Buffone.
    Participation in National Referral Network of Certified Family Wealth Counselors. Once certified, advisor members can participate in a nationally based referral network for potential referral of prospective clients. AFFILLIATE MEMBERSHIP $395.00 ANNUAL RENEWALS $295.00
  • 15. AFFILIATE BENEFIT
    The Publication-Partnering Program
    FWR offers a unique marketing opportunity that can powerfully distinguish your firm or practice in today's financial services marketplace.
    The Publication Partnering Program allows the advisor to write the Introduction and have their name, bio and firm information published on Dr. Buffone’s books. This provides the advisor with immediate credibility and the customized book can then be mailed selectively to their existing or prospective client base.
  • 16. COMING LATE 2010
    Full Advisor Training and Certification Program
    for Family Wealth Counseling (CFWC)
    which provides advisors with:
    Approved continuing education topics (CLE, CPE, CFP) on family wealth issues
    Necessary skills, knowledge base and support to clearly distinguish themselves in marketplace.
    Participation in a national network of Certified Family Wealth Counselors for business referrals.
    Involvement in ongoing Core and Supplemental training programs and access to selected FWR resource materials.
    Complimentary Coaching Calls with FWR staff and Principals.
    Group discounts for multiple applications or memberships within a firm.
    Membership in the National Association of Family Wealth Counselors.
  • 17. We’re here to help you achieve your objectives.
    Financial success, done.
    Peace in family, peace of mind, enjoying life…that’s our job. Let us help.
  • 18. FOR MORE INFORMATION
    FOR ADDITIONAL INFORMATION ON THE FAMILY WEALTH RESOURCE
     
    CONTACT
    Gary W. Buffone, Ph.D., ABPP
    Steven L. Wise, Psy.D.
    The Family Wealth Resource
    2149 Mango Place
    Jacksonville, Florida 32207
    VOICE 904-346-0044
    FAX 904-346-0288
    email: thefamilywealthresource@gmail.com