Here’s What Others Have to Say…

“I had the pleasure of meeting Lonnie and his family when they presented at a large family office event in L.A. While a lot of people came to see Tony Robbins, I candidly believe what Lonnie had to say was far more insightful and impactful.

Hands down, if you have an opportunity to hear Lonnie and his wife share how they are creating their multi-generational family legacy it will be an incredible value. They have implemented a tactical strategy using principles you might only see in a very well-led company. You’ll learn practical processes to implement family values, mission and vision in a way that helps drive all priorities and decisions and creates sustainable success and harmony through the family for generations. I personally thought it was the single best discussion out of the many events we have attended.” - Matt Hayden, Sea Purity Investments

“Lonnie’s talk was by far the most impactful to me personally of the entire two day conference and indeed for many years prior. I can’t express how emotionally resonant was his family’s extraordinarily well-defined story, learnings and clearly successful conclusion. It was truly a deep inspiration, and something that I’d dearly love to experience in my own business and family.” - Jerry Feitelson, Ph.D., CEO, Agribody Technologies, Inc.

“Lonnie your presentation workshop may have been our best ever at Family Office Association! Great job. The attendees LOVED it!!!” - Angelo Robles, Founder & Chairman, Family Office Association

“I was so impressed by the thought, detail and the personal information that Lonnie and Shelley shared. It was one of the more meaningful discussions I have participated with in a long, long time.” – Matt H, Family Office

“Lonnie’s workshop was a refreshing change filled with positivity and real guidance that you wouldn’t normally see in a business conference—it has helped me focus on my family which in return has helped my business.” – Candice B., Managing Director, L Investments

“Having helped athletes for many years develop strong family values, I thought I knew everything! But after listening to Lonnie and seeing the passion and commitment he has for building a legacy that withstands the worst of storms, I couldn’t wait to get home to my wife and apply Lonnie’s step-by-step process for creating multi generational family legacy. It’s the best investment of time I ever made!” – Charles W., Managing Partner, Former NFL Player

“My general happiness has taken off and I have asked Lonnie to come into our Family Office and work directly with the family; he is coming this fall.” – James B., Entrepreneur, Former Superbowl Ring Winner

"Lonnie's presentation was engaging, he shared inspiring insight and the secret to his family’s success; defined family values and vision. The steps to identifying your own values provide a great opportunity to create success and multi-generational wealth for your family. Thank you for sharing such valuable insight!" – Chris Quincy Cobbinah, Founder & CEO, Family Office Experiences

Recent Speaking Engagements

• IMN Culture Shaper’s Summit - Washington DC: Culture Shapers seeks to impact and transform culture in the spheres of business, government, media, entertainment, family, education and religion.

• Family Office Association National Summit - Palm Beach, FL

• 5th Annual Private Wealth Forum - Dallas, TX: This forum was a closed-door and invitation-only event designed to bring together attendees from more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the state to enable genuine peer-to-peer learning and networking for the local HNW community.

• Family Office Association National Summit & Retreat - Miami, FL: Family Office Association offers exclusive programming for family members and their single family office executives, hosting investment summits, retreats, workshops and gatherings at intimate locations around the world. 

• 1640 Society Family Office Forum: Exclusive invitation-only event bringing together leading family members and family offices from around the globe for closed door private discussions.

• Keiretsu Forum / Angel Capital Expo - San Francisco, CA: The annual convening of the number one, most active global investor network (by VC deal count) to foster collaboration among angel groups, and projects looking for investment to fund the future of some of the highest impact potential, world-changing innovations.

• Opal Group Private Equity Real Estate Forum - Napa, CA: Family offices, investors, lenders and real estate owners explore the emerging trends and opportunities in real estate. Lonnie’s role focused on launching an association of real estate owners, operators, and investors to collaborate in disrupting this asset class with impact ideology and practices.

• The Family Institute - Oklahoma City, OK: Brings together wealthy families—such as David Green, founder of Hobby Lobby, and three generations of the Green family—to gain wisdom on multigenerational family success and legacy. 

• Prestel and Partners, Family Office Forum - San Francisco, CA: For family offices with assets in excess of $150M to exchange ideas between families, wealth owners, family offices, and select experts on best practices in governance and investments. Presenting speakers are from some of America’s most successful families, and an international network of V.I.P.s.

• 1640 Society Family Office Wealth Forum - Hamptons, NY: Invitation-only event for prominent families and philanthropists from around the globe to exchange new ideas and hear from leaders in the field.

• Family Office Experience - Nassau, Bahamas: Three-day experience with some of the most successful professional athletes in the U.S., along with many other high net worth individuals and families to foster the development of relationships within families, and with other successful families, investors, and executives.

• Opal Family Office & Private Wealth Management Forum - Newport, RI: Opal’s largest family office event in the world attracting thousands of high net worth individuals and family offices each year.

• Family Office Experience - New York City: The Family Office experience brings influential people together in an intimate setting with high-profile speakers to discuss innovation and the opportunities being created by disruption.

• Keiretsu Family Office Academy, Microsoft HQ - Kirkland, WA: As the world’s largest and most active angel investor network, Keiretsu brought together 20 family office speakers from across the country to share their experience and wisdom.

• Asia Family Office Association Annual Conference - Hong Kong: An association of several hundred family offices in more than 50 chapters throughout Asia that all come together in Hong Kong for three days of training on family business and wealth management strategies.

• IMN 4th Annual Real Estate Family Office and Private Wealth Management Forum - Dana Point, CA: Attended by over 300 participants, including 165 family offices and wealth advisers, as well as 25 investment managers, legal and tax service providers, and administrators.