Addressing the behavioral aspects of wealth

Building values-driven relationships with money

Empowering families to successfully transfer wealth across generations

 

  • Beneficiaries integrate resources into a healthy, productive life

  • Resources remain in the control of the beneficiary

RISKS OF UNEXAMINED WEALTH

70%

of families lose their wealth as it
transfers to the second generation.

90%

lose their wealth as it transfers
to the third generation.

80%

of beneficiaries experience
a trust fund as a burden.

 

  • Self-worth becomes intertwined with net-worth
  • Tension in interpersonal relationships
  • Higher rates of mental health disorders
  • Affluenza: false sense of entitlement, loss of future motivation, inability to delay gratification and frustration

MISSION

Help people develop the skills, knowledge, and relationships necessary to create healthy dynamics and make value-aligned decisions in the context of wealth.

VISION

Wealth facilitates meaningful living and positive impact within relationships and communities.

Who We Work With

Families

Learn more about common areas of concern and, thus focus, for families.

Individuals

Launch toward passion, purpose, and productive living.                                        

Parents

Coaching and workshops for parents (or groups of parents) on relevant topics

Couples

Explore and improve money dynamics in your relationship.