RisingGen Cohort Information Page

NovoEd Photos (3)

IDEAL PARTICIPANTS

This cohort is for members of the rising generation that seek community and growth opportunities with other RisingGens of financially successful families. Our ideal participants are in their late 20s to 40s who are on positive trajectories in life. More importantly, ideal candidates for the cohort hold an honest interest in addressing the role wealth plays in their lives. They are coachable, committed to the group process, and find value in being open and honest with their peers. 

COMMITMENT

Candidates must be available for the initial, virtual Kick-Off Weekend which will take place either Sept 23rd-24th weekend or Sept 30th – Oct 1st weekend (exact times TBD, but we typically meet Friday evening and then Saturday morning through the afternoon). Additionally, our eleven monthly calls will be held on the third Tuesday of the month @ 5:30pm-7:00pm ET. Participants are expected to make themselves available during these timeframes as the value in the cohort comes from the contribution of each participant.

APPLICATION

If you are interested in being part of this cohort or if you have a client in mind that would be a good fit, please complete THIS APPLICATION or send it to your client to complete and someone will reach out to the applicant within 2-3 business days to schedule an introductory call. Space in the cohort is limited to a maximum of 15 individual seats and will be filled with anticipated group cohesiveness in mind. THE DEADLINE TO APPLY IS SEPTEMBER 1. 

COHORT REGISTRATION FEE

Cost of the 12-month Program (includes 5 individual coaching hours): $6,500.00 USD

COHORT OUTCOMES

While we can’t guarantee specific outcomes, the data presented in the image deck below shows the outcomes from previous cohorts.

NEED MORE INFO?

Connect with our lead instructor, Kristen Heaney, on a 30-minute phone or Zoom call. She is more than happy to answer any questions you may have or give you greater insight into the program content.
Contact Kristen:
KristenHeaney@LegacyCapitals.com
(586)-322-3109

TESTIMONIALS

“The greatest benefit I received out of this experience was seeing that the problems and stressors I have experienced with family wealth are not in a vacuum space. I was able to see that there is a pattern to the psychological experiences a Next Gen goes through when dealing with the realities of navigating wealth, family and identity. It was normalizing to see that my confusions, questions and concerns are more common than not.”

“What I valued most was hearing about my cohorts experiences and then having the sense that the facilitators were there as mentors while navigating what it means to have family wealth. I hope you continue to offer this experience!”