Lee Hausner, Ph.D.

Senior Managing Director

First Foundation Advisors

Dr. Hausner, 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).

FAMILY ISSUE PROGRAMS

• Children of Paradise: Successful Parenting for Properous Familes - Based on her book of the same title
• Who is in Charge? - A Discipline Action Plan - Based on her PBS television special of the same title
• Homework without Tears - Based on her book of the same title
• The Fine Art of Step-Parenting
• Grandparenting to Make a Difference
• Financial Parenting
• Family Strategic Planning - The why and how to create family mission statements and develop family meetings and retreats
• Using Myers-Briggs Type indicator (MBTI) Personality Profiling to Strengthen your Family Team
• Communication Workshops for Parents and Children
• Mothers and Daughters..The Ties Which Can Strangle
• The Creation of a Legacy Family
• Praxis Workshop - a weekend retreat for young adults 18-35 which covers critical financial and life skills necessary for personal success and responsible stewardship of wealth.

GENERAL INTEREST AND CORPORATE PROGRAMS

• The Psychology of Money - Understanding how your money history affects your current attitudes, decisions and conflicts regarding money issues
• Psychological Issues in Estate Planning
• Roadblocks to Communication - Comprehensive overview of effective
communication techniques applicable in all interpersonal and work related situations.
• How to Stay Cool When You're Hot - the effective use of anger
• Strategies for Burnout Prevention
• Family and/or Corporate Team Building through the Use of Myers Briggs Type indicator (MBTI) Personality Profile
• Negotiation for Win/Win Solutions

FAMILY BUSINESS

• Growing up in a Family Business - Is it Worth it?
• The Highs and Lows of Fmily Business - An overview of key family business issues
• Characteristics of Successful Family Business
• The Effective Family /Business Retreat
• The Art of Creating Entrepreneurs
• Financial Parenting
• Creating and Coordinating Your Family and Business Mission Statement
• Hats Off to You:Finding Success in Family Business Succession - workshop based on Dr. Hausner's family business book, Hats Off To You"

PHILANTHROPY

• Is there a Foundation in your Future?
• The Founders Guide to a Family Foundation - Based on her book written
for the Council of Foundations
• Financial Parenting Through the Use of Social Capital
• Raising a Philanthropic Child
• Legacy Planning