Book Lonnie
to Speak
Book Lonnie
to Speak
WHAT OTHERS HAVE TO SAY ABOUT LONNIE'S IN-PERSON EXPERIENCES
“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 who spoke right before him, 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 Shelley 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's presentation workshop may have been our best ever at our many Family Office Association events over the years! The attendees LOVED it!!!” - Angelo Robles, Founder & Chairman, Family Office Association
“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 coached many athletes and wealthy family years, 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
ADD VALUE TO YOUR EVENT
Contact Lonnie for his availability to facilitate a memorable, high-impact presentation for your event. You can book Lonnie for a keynote speech that engages the audience in a transformational experience, workshop facilitation that creates tangible outcomes, panel discussions that contribute compelling content, or a fireside chat that engages authentic learning.
Lonnie speaks on a range of transformational topics designed to help families and leaders thrive across generations. His areas of focus include creating multigenerational family legacy, building businesses that make a positive impact on the world, and improving family relationships. He also shares insights on developing high-caliber leaders, fostering entrepreneurship in the rising generation, and building effective, self-running businesses. With deep experience in real estate, Lonnie also equips audiences to identify and execute strategic real estate investment opportunities that align with long-term goals.
Lonnie speaks on a range of transformational topics designed to help families and leaders thrive across generations. His areas of focus include creating multigenerational family legacy, building businesses that make a positive impact on the world, and improving family relationships. He also shares insights on developing high-caliber leaders, fostering entrepreneurship in the rising generation, and building effective, self-running businesses. With deep experience in real estate, Lonnie also equips audiences to identify and execute strategic real estate investment opportunities that align with long-term goals.
THRIVING FAMILY TOPICS
Keynote Topics:
The 100 Year Vision for Your Family (Five Capitals)
Creating Multigenerational Family Legacy
Developing Your Family Compass
Building Businesses that Build a Better World
Improving Family Relationships
Developing High-Caliber Leaders
Fostering Entrepreneurship in the Rising Generation
Identifying and Executing Effective Real Estate Investment Strategies
2 - 6 Hour Workshops and Seminars:
100 Year Family Vision (Five Capitals)
Your Family Compass
The 100 Year Vision for Your Family (Five Capitals)
Creating Multigenerational Family Legacy
Developing Your Family Compass
Building Businesses that Build a Better World
Improving Family Relationships
Developing High-Caliber Leaders
Fostering Entrepreneurship in the Rising Generation
Identifying and Executing Effective Real Estate Investment Strategies
2 - 6 Hour Workshops and Seminars:
100 Year Family Vision (Five Capitals)
Your Family Compass
PAST SPEAKING EVENTS
REI Summit
Austin, Texas
Over 280 high net worth families focused on passive income through real estate, but also learning the value of intentionally leading their families as Lonnie guided attendees through a Family Compass Workshop
DLP Capital
Florida
Private Investor Event
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.
Austin, Texas
Over 280 high net worth families focused on passive income through real estate, but also learning the value of intentionally leading their families as Lonnie guided attendees through a Family Compass Workshop
DLP Capital
Florida
Private Investor Event
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, Florida
Palm Beach, Florida
Private Wealth Forum
Dallas, Texas
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.
Dallas, Texas
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, Florida
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.
Miami, Florida
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.
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.
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, California
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.
Napa, California
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, Oklahoma
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.
Oklahoma City, Oklahoma
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, California
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.
San Francisco, California
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, New York
Invitation-only event for prominent families and philanthropists from around the globe to exchange new ideas and hear from leaders in the field.
Hamptons, New York
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.
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, Rhode Island
Opal’s largest family office event in the world attracting thousands of high net worth individuals and family offices each year.
Newport, Rhode Island
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, New York
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.
New York, New York
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, Washington
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.
Microsoft HQ - Kirkland, Washington
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, China
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.
Hong Kong, China
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 Annual Real Estate Family Office and Private Wealth Management Forum
Dana Point, California
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.
Dana Point, California
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.
DON'T HESITATE!
Get Lonnie on your speaker roster.
Ask about a workshop or a family seminar.
Home
Empty space, drag to resize
The Movement
What is Holistic Wealth?
Five Capitals Framework
Why Families Fail and Why Legacies Thrive
Generational Wealth Statistics and The Problem
Beyond Business
About
Our Story
Bio
Five Capitals in Business
Empty space, drag to resize
Advisors
Workshops-in-a-Box
Financial Advisors
Legal Advisors
Experiences
Workshop: 100 Year Legacy Vision
Workshop: Family Compass
Course: Thriving Family System
Course: Strategic Planning (Entrepreneur Life and Business)
Speaking: Book Lonnie for Your Event

Home
Empty space, drag to resize
The Movement
What is Holistic Wealth?
Five Capitals Framework
Why Families Fail and Why Legacies Thrive
Generational Wealth Statistics and The Problem
Beyond Business
About
Our Story
Bio
Five Capitals in Business
Empty space, drag to resize
Advisors
Workshops-in-a-Box
Financial Advisors
Legal Advisors
Experiences
Workshop: 100 Year Legacy Vision
Workshop: Family Compass
Course: Thriving Family System
Course: Strategic Planning (Entrepreneur Life and Business)
Speaking: Book Lonnie for Your Event