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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Lee Hausner

Meet Lee Hausner:

Dr. Lee Hausner is an internationally recognized psychologist, business consultant, seminar leader, and keynote speaker. Dr. Hausner was the senior psychologist for the Beverly Hills Unified School District, during which time she...

ABOUT LEE

Meet Lee Hausner:

Dr. Lee Hausner is an internationally recognized psychologist, business consultant, seminar leader, and keynote speaker. Dr. Hausner was the senior psychologist for the Beverly Hills Unified School District, during which time she authored the seminal work regarding wealth and the family, “Children of Paradise... Successful Parenting for Prosperous Families” She has co-authored with Douglas K. Freeman, J.D. “Legacy Families...The Definitive Guide to Creating a Successful Multi-generational Family” and “A Founder’s Guide to the Family Foundation”. Most recently, she contributed chapters to the resource books, “Wealth of Wisdom, the top 50 questions wealthy families ask” and “More Wealth of Wisdom” and a chapter in The Stewardship of Private Wealth.

Dr Hausner co-founded IFF Advisors, a consulting practice providing services for high-net-worth families, family businesses, and family offices. She incorporated a unique six-step transition model for effective succession of family businesses in her critically acclaimed family business resource book, “Hats Off to You ...Balancing Roles and Creating Success in Family Business Succession.” Hausner assisted both California State University, and USC in creating their Family Business Forums. “Hats Off To You” was the curriculum guide for the USC program. Her expertise is dealing with relationship issues and joint decision-making challenges facing families who own shared assets, whether it is an operating business, family office, or foundation. She has been a guest speaker for family business programs throughout the country.

A frequent guest on national media, a quoted expert in national publications, and a keynote speaker for high-net-worth private client conferences for the major financial institutions domestically and internationally, she is also a highly rated resource to YPO, WPO, CEO, EO, Tiger 21 and was a presenter at the Davos Economic Forum in Switzerland.

Dr. Hausner lives in Los Angeles, California.

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