Richard Morris Email & Phone Number

Problem:Today’s affluent families struggle with the realization that wealth can fuel dysfunction. Money can provide education, comfort, travel and exposure to high culture, couture and cuisine. But money can also paralyze people and rob them of ambition and meaning. Solution:Impart financial values and instill financial skills. Rich and Jayne bring complementary skills and experience to their engagements. Rich, with more than a decade consulting with affluent families, has helped clients transition their business to the Next Generation. Jayne, a business journalist for 30 years and financial parenting workshop presenter (based on her previous book Kids and Money), has helped families understand their connections to and values around money.The goal is to leave children the legacy of true financial freedom—which is about much more than money.

Lake Forest, Chicago

Design and deliver instruction as well as consult in Marketing, Strategic Planning, M&A, Cooperative Development, Family Business Succession Planning, Financial Planning and Financial Instruction for: Wealthily Families, Financial Institutions, and and Family Business Centers based on co-authored book, Kids Wealth and Consequences.

ROI Consulting works with privately owned business, franchises, and co-ops (as well as publicly owned business that want to bring an entrepreneurial model to their business). ROI takes an integrated systems approach to all of our assignments. When dealing with family business or entities that serve these businesses (such as coops), we understand the interplay that is not productive for the business, while nurturing the creative energy that makes the business a profitable differentiated enterprise that allows it to compete in the market place. Our consulting focuses in these areas: * Strategic business planning * Coop and Franchisee Next Generation Transition Programs * Educational Universities * Succession Planning * Liquidity and Exit Strategies * Employee & Management Reward Structures * Development of o Corporate Governance o Board of Directors o Shareholder Councils o Family Meetings and Advisory Councils

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