Well-Being
Our client’s primary concerns are the wellbeing of their family members vis-a-vis wealth.
Families pass on purpose and seek guidance to foster deeper connection and commitment. They look for ways to develop gratitude, humility, resilience and sense of contribution in the Next Generation. They seek to cultivate grounded, purposeful adults with grit. They want to explore best practices for rising-generation family members, raised in environments of abundance.
We conduct programs, curriculums and one-on-one deep work to unlock potential and address larger questions and concerns that great success uncovers. We take a customized approach with every client to understand and construct a path. We explore limiting and inherited family beliefs around money and privilege to open channels and unlock potential. We work with individuals, parents, young adults and groups.