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. 


Candidates must be available for the initial, virtual Kick-Off Weekend which will take place Nov 11-12th weekend (exact times TBD, but we typically meet Friday evening and then Saturday morning through early afternoon). Additionally, our eleven monthly calls will be held on the second Tuesday of the month @ 5:30pm-7:00pm ET, with the exception of our first call which will take place on November 29th @ 7:30-9:00pm ET. Participants are expected to make themselves available during these time frames as the value in the cohort comes from the contribution of each participant.


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 NOVEMBER 1. 


Cost of the 12-month Program (includes 5 individual coaching hours): $7,125.00 USD


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


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:


Schedule with Kristen


“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!”