Presentations

by Thayer Willis

Inspiring and actionable programs designed for individuals and families of affluence, financial professionals, family office advisors and estate planning attorneys.

A New Perspective on Wealth

Though inheritors are given many things, no one is given a meaningful life. For that we all must work.

 

Using her unique insider’s perspective and eloquent yet down-to-earth approach, Thayer offers keynotes, seminars, workshops and retreats on navigating the psychological challenges and common struggles inherent in the stewardship of financial wealth.

 

Topics may include creating communication skills and pathways; the psychology of wealth; or the pitfalls and opportunities of multigenerational wealth. All presentations can be tailored to your group or organization.

Intergenerational Wealth: Blessing or Curse?​

In her most requested presentation—Intergenerational Wealth: Blessing or Curse?— Thayer educates on the dynamics involved in successful wealth transfer and provides insights needed to avoid the risks faced by families of wealth. The program empowers family members to:

  • Understand the importance and psychology of intergenerational planning

  • Develop better communication skills

  • Make the commitment to cultivate the blessings of wealth, based on understanding how easily this can be neglected and how important it is to take charge of it

“Thayer, I wanted to reach out personally to express my appreciation and gratitude. The content was excellent, as was the delivery, but as importantly, you have been an absolute delight to work with. The compassion you have shown about the circumstances, the generosity with your time, and the patience with our technical challenges were archetypes for how I would like to live my life. Thank you, and I hope we have the chance to work together again soon.”
- Michael M. Godsy
   General Counsel & Director of Ops,
   LionsGate Advisors
"Thayer Willis is an engaging speaker, skilled at helping even those most uncomfortable in groups feel included and relaxed. Her life experience is an important part of her credibility, and her empathy."
- Dianna Smiley,
  The Oregon Community Foundation
“I thought that Thayer's presentation was exceptional;  I really appreciated her taking the time to develop, present and share so much potent material.”
- Mikkel Moller
   Macro Strategic Planning Facilitator

Connect with Thayer

Email: info@thayerwillis.com

Phone: 503-939-8084

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© 2020 by Thayer Willis