Kochis Fitz | Personal Wealth Strategies & Management
Wealth Management Commentary
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Volume XIV Number 3 | October 2007

Articles

Risk Rediscovered

Innovation in Financial Markets

Manager Research Activity: 3rd Quarter, 2007

Solar Power

Investment Spotlight: Global Real Estate

Travel Medical Insurance

Planning for Year-End 2007

ANNOUNCEMENTS

Tax-Loss Harvesting

"Children of Paradise" Seminar

Performance
Results

Past Commentary Issues

"Children of Paradise" Seminar

Many of our clients have expressed interest in topics specific to “legacy families”, talking with children about wealth, and raising children in an affluent household. In our continuing effort to be a valuable resource to our clients, we recently hosted an evening seminar featuring Dr. Lee Hausner, psychologist, author, and lecturer. Dr. Hausner spoke to our clients on the topic of the title of one of her books, “Children of Paradise…Successful Parenting for Prosperous Families.” She shared insights gained and successful techniques learned from her vast experience, including 19 years as the chief clinical psychologist for the Beverly Hills School District. The topics discussed included:

• motivating children to develop their own drive, passion, and inspiration to succeed;
• how and when to talk with your children about money.
• how to develop children’s sense of responsibility about wealth

We appreciate the enthusiastic response from our clients and look forward to hosting future seminars on this and other topics of interest dealing with the effective management of wealth. We’d be delighted to hear from you about topics you’d like us to address in future interactive formats like this.

 

KOCHIS FITZ

60 Spear Street, Suite 1100, San Francisco, CA 94105
P 415.394.6670 F 415.394.6676 KochisFitz.com