Dr. Lee Hausner is an internationally recognized clinical psychologist, business consultant and family wealth advisor. She served as the senior psychologist for the Beverly Hills Unified School District for 19 years. She is currently the Senior Managing Director for First Foundation Advisors. An acknowledged expert on psychological issues involving wealth and wealth transfer, she was a presenter at the World Economic Forum in Davos-Klosters, Switzerland, and is a frequent participant at the high wealth/private client conferences for major financial institutions. She is a frequent guest on national radio and television and a quoted expert in national publications such as The Wall Street Journal, Times, Forbes, Fortune, Privilege, Town and Country and Worth Magazine.

Dr. Hausner is the co-author with Doug Freeman of A Founder's Guide to the Family Foundation, published by the Council on Foundations and is the author of the seminal work regarding wealth and the family; Children of Paradise: Successful Parenting for Prosperous Families. In addition, Dr. Hausner incorporated her unique six-step transition model for succession in family business in the critically acclaimed family business resource book Hats Off to You 2: Balancing Roles and Creating Success in Family Business, of which she was a co-author.

Dr. Hausner is a graduate of Northwestern University (BA, Psychology), San Francisco State University (MA, Psychology), and Kensington University (PhD, Psychology).

Michael Riera, PhD, Educator, Author, Media Personality, and Speaker. Michael Riera is the Head of School at the Brentwood School, best-selling author, award-winning columnist, educator, television commentator, and national speaker on issues of children, adolescents, families, and parenting. Mike is the author of Right From Wrong: instilling a Sense of integrity in Our Children, Field Guide to the American Teenager, Uncommon Sense For Parents With Teenagers, and Surviving High School. His most recent book, Staying Connected To Your Teenager, was launched with three appearances on Oprah! For eight years he was the Family Consultant for CBS The Saturday Morning Early Show and also hosted an award winning television show on the Oxygen Network, Life in Progress, as well as his own daily radio show, Family Talk with Dr. Mike. Mike has worked in schools for over 20 years as a head of school, counselor, dean of students, teacher and consultant.