Your advisors have prepared the assets for your family. We prepare your family for the assets, and for each other. Working alongside your family office and trusted advisors, we guide the human side of wealth: communication, trust, governance, and the preparation of every generation, so that what you have built endures.
Our complete framework for a family built to last 100 years and beyond. Begin it in full, or start within it below.
Each path is drawn from the Blueprint and carries forward, so wherever your family begins, you are already building.
Financially successful, multi-generational families, guided with discretion.
The families who trust us with the human side of their wealth.
Walking alongside families and the advisors who serve them.
Our research and experience with families, in writing.
Shirtsleeves to shirtsleeves in three generations. The pattern repeats across families and cultures, and it is rarely the plan that fails. It is the family that was never prepared.
Whether wealth endures is decided around the family table, not in the portfolio. It is decided by how a family communicates, how it builds trust, how it makes decisions together, whether the generations are aligned, and whether the rising generation is ready for what will one day be asked of them.
This is our exclusive focus. For more than two decades we have guided financially successful, multi-generational families through exactly this work: the relational and generational foundations that financial planning alone cannot provide.
We work alongside your family office and trusted advisors, strengthening their work at every step and never replacing it.
The 100-Year Legacy Blueprint™ is the whole of the work. A family can begin it in full, or start with one focused pathway. Set side by side, the relationship is easy to see.
Five steps that help a family write its charter, shape its governance, name its shared values, and set its vision, and prepare the rising generation to carry them forward, for 100 years and beyond. Everything below is drawn from it.
The full framework, built step by step over several years. The fullest expression of the work.
For the whole family, together. Six- and twelve-month engagements shaped around the goals your family names.
For the children, and theirs, growing into the responsibilities that come with significant wealth.
Behind every engagement is a question a family finally said out loud. These are the ones we hear most, and each one has a path built for it.
That answer is decided around the family table. Our multigenerational engagements bring every generation to it, with every voice heard.
There is a way, and parents learn it in five classes, along with the antidote to entitlement and a living legacy put into words.
Readiness is built, not inherited. We prepare each rising generation member as an individual, for stewardship and for a life of purpose.
The enterprise is what you built. The family is why. We serve the family behind the business so both stand the test of time.
Pick the path that meets your family where it is now. Every path leads to the same place: a family prepared to carry its legacy forward.
Customized engagements, drawn from the Blueprint.
Our six- and twelve-month family engagements begin with discovery: private one-on-one conversations with each family member and the Family Success Index™, revealing your family’s core strengths and growth opportunities. From there, we design an engagement around your family’s own goals, delivered through family meetings and retreats, coaching, and facilitation, on-site and virtually, where your family gathers.
How your family decides, leads, and stays aligned across generations, including family charter development.
Gatherings your family genuinely looks forward to, designed and facilitated with care.
The conversations that matter most, held well: across generations, branches, and those who have married in.
Generosity practiced together, from your family’s giving mission to the next generation’s seat at the table.
Preparing your family for leadership and ownership transitions, a liquidity event, or a sale, in coordination with your trusted advisors.
Bringing your family’s values and living legacy into conversation with the plans your advisors have crafted.
The enterprise is what you built. The family is why.
Few things concentrate the blessings and burdens of wealth like an operating business held across generations. Roles blur, the dinner table becomes the boardroom, and the decisions that shape the enterprise shape the family too. We serve the family behind the business, so that both stand the test of time.
And for enterprise families who choose the complete 100-Year Legacy Blueprint™, the build includes custom features designed for the family enterprise itself.
Preparing the family for leadership transition, long before the title ever changes.
How the family decides, leads, and passes ownership across generations.
Owners, operators, and those who love them both: one shared vision, clear roles, and working together well.
Readying the family, not just the transaction, in coordination with your trusted advisors.
For those who carry the wealth today, and the questions that come with it.
Am I raising grounded children in the context of significant wealth? How do I talk about what we have without talking about the numbers? Will they be ready? These are the questions parents bring to us, and they deserve more than reassurance. The Leading Generation Education Program™ is five classes, each sixty minutes with thoughtful prework, taken as a couple or alongside a small group of peers.
“What we appreciated most was how easily the program fit into our lives. The conversations surfaced things we had never quite put into words. We came away with practical language we now use with our children, and an action plan.”
James & Eliza · Leading Generation Program Clients
Preparing those who will one day carry it all forward.
An informed, equipped, and inspired rising generation is what carries a family forward. We meet each rising generation member as an individual, with a journey built around who they are, what they will one day steward, and the life of purpose they are authoring for themselves.
A private, immersive two-day cohort event for those navigating the opportunities and responsibilities of significant wealth: thoughtful discussion, peer connection, and personal development.
Personal finance, personal flourishing, family governance, and family philanthropy, taught in small, discussion-led groups of three to five classes each.
Our proprietary assessment, completed privately by each rising generation member, anchoring their individual development plan and coaching.
For current and rising leaders, especially within a family operating business: an objective foundation for their leadership development.
Personal and professional coaching for each rising generation member, fitted to their goals, their role, and their season of life.
Case studies, shadowing real decisions, and mentorship pathways, because values transfer through lived responsibility, not stated goals.
A note on how we work. We work alongside your family office and trusted advisors, strengthening their work and never replacing it. We do not provide financial, legal, tax, estate, investment, or risk advice of any kind. Their plans prepare the assets for your family. Our work prepares your family for the assets, and for each other.
A complimentary private program reserved for successful families and family businesses: the Client-Families we serve, have served, and hope one day to serve. Designed for busy lives, it is high value and low touchpoint, by design.
What other successful families are doing, distilled: preparing the next generation for leadership and stewardship, governance structures, communicating about the opportunities and responsibilities of wealth, family charters, family culture, and succession and transition planning for the family business.
Gatherings of families like yours, drawing on our team’s expertise and direct insights from members of other successful families, on the most relevant family leadership and stewardship topics, each with actionable takeaways for you and your family.
Membership is by application, and each application is reviewed and approved by our team, so the room remains what it is meant to be: a private community of families like yours.
With a private conversation. Some families begin with the discovery process, some are ready to bring every generation to the table, and some simply join the Family Insiders Program first. We listen, then recommend the path that meets your family where it is now. There is no wrong door, and every path leads to the same destination.
The 100-Year Legacy Blueprint™ is our complete framework. A family can begin it in full, or start with one of the three focused paths. Every path is drawn from the same framework, so whichever your family chooses, the work belongs to the same body, and if your family later chooses the complete Blueprint engagement, everything you have built carries forward into it. Explore the Blueprint here.
Never. We work alongside your family office and trusted advisors, strengthening their work at every step. We do not provide financial, legal, tax, estate, investment, or risk advice of any kind. Their plans prepare the assets for your family. Our work prepares your family for the assets, and for each other.
It depends on the path. Multigenerational engagements bring the whole family together: the leading generation, the rising generation, and those who have married in, where each of them lives. The Leading Generation path is for parents and grandparents. The Rising Generation path is designed for your children and, in time, theirs. In every case, each voice is heard privately before the family ever gathers.
They are our proprietary assessments, completed privately by each participating family member. The Family Success Index™ reveals a family’s core strengths and growth opportunities and sets the baseline for a family engagement. The RisingGen Success Index™ does the same for each rising generation member individually, anchoring their development plan and coaching.
Very much so. Many of our Client-Families own and operate enterprises together, and we serve the family behind the business: succession and continuity, family governance and ownership transition across generations, aligning family stakeholders, working together well, and preparing the family for a liquidity event or sale, always in coordination with your trusted advisors. Within the 100-Year Legacy Blueprint™, enterprise families have custom builds of their own.
A complimentary private program reserved for successful families and family businesses: past, present, and prospective Client-Families. Designed to be high value and low touchpoint, it brings you the quarterly Family Insights, reflecting what other successful families are doing across governance, preparing the next generation, family charters, and succession, along with exclusive invitations to the Family Insider Webinars. Membership is by application, and each application is reviewed and approved by our team. Apply to join here.
Completely. Discretion is the foundation of everything we do. One-on-one conversations remain one-on-one, assessment results are shared only as each family agrees, and nothing about your family or your engagement is ever discussed outside of it. We hold your family’s privacy with the same care we bring to your family’s legacy.
We would be honored to learn about your family and explore the path that fits you now. Private, unhurried, and entirely about you and yours.