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Lee Hausner

7 Podcast Episodes

Latest 6 Aug 2022 | Updated Daily

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21: In Conversation with Dr. Lee Hausner - Part 2

Let's Talk Family Enterprise

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Exchange or its employees. Description In this episode, Dr. Lee Hausner sits down with Ruth Steverlynck for part 2 of our 2-part conversation, answering questions posed by FEAs. Topics covered in this podcast include the “big reveal”, money and meaning, talking about money, the important role of philanthropy in wealth transition and more. Guest bio 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 and is currently the Senior Managing Director for First Foundation Advisors. Dr. Hausner is a graduate of Northwestern University (BA, Psychology), San Francisco State University (MA, Psychology), and Kensington University (Ph.D., Psychology). You can find out more about Dr. Lee Hausner here. Key Takeaways [0:30] Ruth Steverlynck introduces Part 2 of the discussion with Dr. Hausner. [3:00] The discussion starts with Dr. Hausner’s answer to the question “when, how and how much do we tell our children about the wealth they will receive when it comes to wealth transition?” [7:37] Dr. Hausner touches on the role achievement plays in the coming generations and how to manage the profound impacts on children of the last great taboo in our modern society. [12:24] Does age matter when discussing estate planning? Dr. Hausner shares her take on when the right time might be. [15:30] Fear of entitlement can lead to withholding teachable moments as it relates to certain particular life skills, Dr. Hausner weighs in on the importance of transparency. [19:20] Dr. Hausner shares some tips on how to protect more vulnerable heirs as well as gifting. [23:00] In a technological world, handling money has become a more abstract concept. Does this have an impact on how children learn healthy financial habits? [24:40] As more women become wealth owners, Dr. Hausner touches on how marriage relationships may be affected in the future. [29:35] Dr. Hausner shares how she has handled emotional situations in her professional practice and why working with families can create a blurred boundary between the personal and professional. [33:04] Is walking away from a family something you can do as an advisor? [37:37] Dr. Lee Hausner’s advice for advisors. [39:41] Ruth thanks Dr. Hausner and invites listeners to subscribe to the podcast. Share your thoughts with us at fea@family-enterprise-xchange.com Mentioned in this episode Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Xchange. More about Family Enterprise Xchange Family Enterprise Xchange FEX on Facebook FEX on Twitter FEX on LinkedIn

40mins

13 Apr 2021

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20: In Conversation with Dr. Lee Hausner - Part 1

Let's Talk Family Enterprise

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors (FEAs) in supporting their clients. All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Exchange or its employees. Description In this episode, Dr. Lee Hausner sits down with Ruth Steverlynck for part 1 of a 2-part conversation answering questions posed by FEAs. Topics covered in this podcast include: what to do when members of the rising generation are not willing or able to take over the family business; how advisors can help in situations where family leaders will not let go; what is different about advising family businesses today; and more. Guest bio 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 and is currently the Senior Managing Director for First Foundation Advisors. Dr. Hausner is a graduate of Northwestern University (BA, Psychology), San Francisco State University (MA, Psychology), and Kensington University (Ph.D., Psychology). You can find out more about Dr. Lee Hausner here. Key Takeaways [0:30] Ruth Steverlynck is thrilled to welcome and introduce the internationally recognized clinical psychologist and business consultant Dr. Lee Hausner to today’s episode. [3:45] The overall assessment of “fit” between the rising generation and the family business is, according to Dr. Hausner, a multi-part question. She breaks down the different aspects of this, and how each can be tangibly addressed from a family and a business standpoint. [5:49] Engaging the next generation in a positive representation of the family business starts early; Lee shares some practical tips on how to identify and promote traits that could be valuable for the business as well as the other way around! [10:20] Dr. Hausner explains what she means by a “family welfare state” and answers the question: does skill play a bigger part than attitude when integrating children into the family business? [14:00] What about a situation in which a family’s children may not be capable or even interested in leading the family business? Lee shares a few practical tips for advisors to navigate an example situation from her own practice. [18:35] Encouraging an overdue retirement by a matriarch or patriarch can be a delicate situation. Dr. Hausner shares a few situations she’s encountered and the pointed interventions that helped resolve the issues. [25:31] Dr. Hauser shares a very interesting story about what advisors can do to help when there are more than one interested and qualified children to take over. [26:52] Ruth asks interesting listener questions about Dr. Lee Hausner’s career and advisory style, from the evolution and complexity of family businesses and their needs to the fundamental paradigm shift between being and doing in an advisory role. [33:50] Ruth thanks Dr. Lee Hausner and invites listeners to subscribe to the podcast and tune in for Part 2 of this enlightening series. Share your thoughts with us at fea@family-enterprise-xchange.com Mentioned in this episode Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Xchange. Books: Children of Paradise: Successful Parenting for Prosperous Families, by Dr. Lee Hausner Hats Off To You 2: Balancing Roles and Creating Success in Family Business, by Dr. Lee Hausner More about Family Enterprise Xchange Family Enterprise Xchange FEX on Facebook FEX on Twitter FEX on LinkedIn

34mins

9 Mar 2021

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Tips for Entrepreneur Parents | Dr. Lee Hausner

Wonder Podcast: Empowering Women Entrepreneurs to Change the World

In this recap, Kalika looks back at the three-part podcast series with Dr. Lee Hausner, an internationally recognized clinical psychologist based in Los Angeles, California. Dr. Hausner specializes in helping entrepreneur parents raise their children to the best of their ability. Listen in as Kalika shares her thoughts on Dr. Hausner’s strategies and insights, such as the difference between a good parent and a responsible one. Tune in! Links Dr. Lee Hausner: https://lkdin.io/3IBy Children of Paradise: Successful Parenting for Prosperous Families: https://amz.run/4GUE

6mins

3 Feb 2021

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Lee Hausner - How Can You Avoid the Negative Impacts of Giving Money to Family Members?

Wealth of Wisdom

Lee Hausner is one of the leaders in the field of family wealth and business. In this conversation with Keith Whitaker she shares insight on what makes families thrive, when parents should consider telling their children about wealth and how, when parents should begin giving their children access to family funds, and how to manage the question of giving fairly versus equally to the rising generation. She also offers practical direction on using family meetings to communicate and manage the family's affairs.

35mins

3 Jul 2019

Most Popular

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How to Communicate with Your Kids | Dr. Lee Hausner

Wonder Podcast: Empowering Women Entrepreneurs to Change the World

Dr. Lee Hausner, a renowned clinical psychologist, consultant, author, and family wealth advisor, will be joining us for a 3-episode special that focuses on how entrepreneurs can overcome unique challenges in raising their kids. On the third and final episode of this series with Dr. Hausner, she shares effective ways on how parents can break down communication barriers and have a better approach with their children. She also emphasizes the importance of being a great listener and how it impacts us. Tune in now!

40mins

27 Mar 2019

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The Family Business | Dr. Lee Hausner

Wonder Podcast: Empowering Women Entrepreneurs to Change the World

Dr. Lee Hausner, renowned clinical psychologist, consultant, author, and family wealth advisor, will be joining us for a 3-episode special that focuses on how entrepreneurs can overcome unique challenges in raising their kids. On this second installment, she dives deep on succession planning in family businesses. She gives some perspective as well on how succession is viewed in different cultures and shares best practices on how to handle this matter successfully. Tune in now!

29mins

13 Mar 2019

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Raising Kids in an Entrepreneur Family | Dr. Lee Hausner

Wonder Podcast: Empowering Women Entrepreneurs to Change the World

Dr. Lee Hausner, renowned clinical psychologist, consultant, author, and family wealth advisor, will be joining us for a 3-episode special that focuses on how entrepreneurs can overcome unique challenges in raising their kids. On this first episode, she shares her observations and discoveries while working with affluent families and how entrepreneur parents raise financially-responsible children. Tune in now!

35mins

27 Feb 2019