Connecting Generations through Lasting Legacies

Testimonials

 

"Barb and Debbie, I want to thank you for an incredible meeting with our family. It amazed me how much I learned from these young adults (our children) and how proud I am of their individuality and grace. Our relationships now seem deeper, fuller and will continue to grow in ways we can't imagine. So thank you for this opportunity, I feel blessed and hold this sacred creative space in love."

-F.B.
Wealth creator parent

"We were extremely fortunate to have Thayer Cheatham Willis as the featured speaker for the 2012 Signature Event for the Private Wealth Group, held in Canada’s largest cities, Toronto, Montreal, Calgary and Vancouver. We strive to challenge our clients to take action on what is important so they are prepared for times of transition and believe successful wealth management requires balancing financial realities with the realities of human behavior. Thayer within minutes of her opening remarks gained credibility with our clients by drawing them into her experiences as a child of wealth. With that backdrop Thayer was able to open minds to the fact that wealth can be a blessing or a curse and provide actionable and valuable advice on taking the first step, often the most difficult, to accepting the importance of the non financial aspects of wealth and begin the journey of to discover the purpose of their wealth."

- D. Reid
Vice-President,
National Managing Director & Head
Private Wealth Group
BMO Harris Private Banking

“As a result of hearing Barb Culver speak on Transformational Philanthropy & Purposeful Planning for 30 minutes, two of our twelve attendees responded by updating their estate plans and including our ministry in them. Barb did an amazing job!!

- M. T.
Vice President, Cincinnati Not-for-Profit

Thayer Willis gave us pause for thought when she expounded on the premise that you can inherit monetary wealth, but you cannot inherit a meaningful life.  Thayer was an entertaining, yet thought provoking speaker who held our attention easily.

- Family business owner, Dallas Texas

Some came with knowledge and a willingness to share; some came with curiosity, some with trepidation, others anticipation and all with questions of how this fits into the "here and now" and into MY future. Many of us left with exhaustion, more questions than we came with and other emotions, each unique to our being.

- All a good thing.
Friday is over. Never to be forgotten.
Thank you.
Joe/dad

Several years after reading her eerily relevant book, Navigating the Dark Side of Wealth, I was able to convince my family that Thayer would be the ideal speaker for our upcoming family retreat.  Thayer worked with us to tailor her presentation to the current needs of our family, and was insightful, thorough and easy to work with from our initial conversation through to the completion of our retreat.  In fact, our family was so moved by Thayer’s engaging approach and the relevance of her presentation that several members reached out to Thayer in the months that ensued to discuss more personal matters with her.  Through her own upbringing as an inheritor, her life experiences, and her background in psychotherapy, Thayer is uniquely qualified to provide wise, meaningful, and relevant advice to help her clients overcome the psychological challenges intrinsic to inherited wealth.

- E.T.A.

Inherited wealth is an accident of birth.  As such, you are expected to welcome your wealth and to rejoice in the blessings.  But I didn't.  I found it to be a frightening and isolating experience.  Thayer Willis brought her unique experience as a fellow inheritor to our conversations.  At last, someone who really understood!

- Client family member

Inherited wealth is an accident of birth.  As such, you are expected to welcome your wealth and to rejoice in the blessings.  But I didn't.  I found it to be a  frightening and isolating experience.  Thayer Willis brought her unique experience as a fellow inheritor to our conversations.  At last, someone who really understood!

- Client family member