Resource for Ownership Intelligence

Meet Family Wealth/Financial Parenting Experts
Richard Morris & Jayne Pearl

Co-authors of Kids, Wealth, and Consequences


Today’s affluent families struggle with the realization that wealth can fuel dysfunction. Money can provide education, comfort, travel and exposure to high culture, couture and cuisine. But money can also paralyze people and rob them of ambition and meaning.  


Impart financial values and instill financial skills.  Rich and Jayne bring complementary skills and experience to their engagements. Rich, with more than a decade consulting with affluent families, has helped clients transition their business to the Next Generation. Jayne, a business journalist for 30 years and financial parenting workshop presenter (based on her previous book Kids and Money), has helped families understand their connections to and values around money.

The goal is to leave children the legacy of true financial freedom
—which is about much more than money.

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