Follow the Money: A Guide to Exploring the Last Taboo Topic with Your Clients: A Guide to Talking About the Last Taboo Topic with Your Clients - Tapa dura

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Judith Stern Peck, LCSW, is director of a project team at the Ackerman Institute for the Family that researches, educates, and consults on money and family life, and is principal of JSP Associates, a firm that provides educational and consultation services to family businesses, family foundations, and family offices. She has extensive experience as both a family therapist and a consultant to family businesses, family foundations, and family offices. She is the author of Money and Meaning: New Ways to Have Conversations with Clients about Money (2007).

Betsy Witten, JD, is a New York-based coach who helps clients develop self-awareness and agency around money. She supports their navigation of legal and investment relationships through life-cycle transitions including trust creation, estate planning, and pre- and post-nuptial agreements. Her professional history includes being an attorney, a social justice advocate, a founder of a high school for court-involved students, and a Program Director at a national foundation. She has co-facilitated the Money and Meaning Workshop at the Ackerman Institute for the Family.