We exist to support and strengthen families.
We help families tackle hard things, live out their values, and thrive across generations.
We help families tackle hard things, live out their values, and thrive across generations.
Family relationships can fray and implode when important topics — among them, wealth transition, financial competency, and intergenerational planning — go unaddressed.
Through experiential education, collaborative coaching, and expert facilitation, we help families and their individual members navigate important transitions, learn together, and live out their core values.
To instill, within families and across the culture, a commitment to character, communication, and connectedness in daily life.
Money is important — but it’s not the whole story
Many of us experience money as complex, intimidating, and corrosive. Add long-standing social taboos around talking openly about money, and it’s a potentially toxic mix. But family fractures typically emerge from an inability to communicate well, a lack of trust, and a failure to prioritize working and learning together around important, sometimes complex topics. Wealth is a piece, but not the whole, of the puzzle.:
We know families struggle and often suffer as they move through big changes.
But research shows us that successful family transitions share some things in common: