Family Learning Community

Join us for this powerful 12-month journey—with the opportunity to continue into a second year of deeper activation and immersive growth.

What if you were given the tools necessary to help your family thrive for generations. Together with a small cohort of just 6 couples, you’ll be walking alongside like-minded families as you clarify your family mission, strengthen relationships, and create a lasting legacy of both values and wealth.

• Are you struggling with how to best pass on the wealth, opportunities and assets you’ve worked so hard to create?
• Do you wonder what the right path and plan are to get your family aligned and on the same page?
• Does it seem you’re losing your family rather than bringing it closer together?
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Topics We Cover

01 Establish a Clear & Compelling Family Identity
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‍02 Set a Family Communication Code
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‍03 Create a Multi-generational Family Strategy for Innovative Flourishing
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‍04 Construct Consistent Family Rhythms
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‍05 Define the Family Succession Path
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‍06 Formalize Legal Family Structures
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07 Realize the Family’s Positive Impact

Today’s statistics aren’t in your favor:91% of wealth (and connection) is gone by the 3rd generation...

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The Seven Essentials of Flourishing Families

This learning community is designed to equip your family for lasting success based on these essentials:

‍01. Establish a Clear & Compelling Family Identity
Solidify the family’s vision, mission, and values, bringing the necessary clarity and confidence to set the direction of the family.

‍02. Set A Family Communication Code
Set healthy engagement/interaction patterns, implement clear conflict-resolution parameters, and live by a Code of Conduct (formal and informal).

‍03. Create a Multi-generational Family Strategy for Innovative Flourishing
Identify existing opportunities, entities, and structures for family growth, explore new opportunities and ideas, and adapt to changing environments to protect and increase family impact.

‍04. Construct Consistent Family Rhythms
Determine predictable patterns and meeting types for compelling rhythms, establish leadership, administrative, and communication structures for engagement, and create and communicate a multi-year family engagement plan.

‍05. Define the Family Succession Path
Decide on necessary leadership roles within family, ownership, and leadership, create a Family Development path/committee for future generations, and implement initial steps of personal & professional development.

‍06. Formalize Legal Family Structures
Decide on leadership roles within the family and the development of the succession.

‍07. Realize the Family’s Positive Impact
Determine the family’s unique passions and possibilities for good, establish a “Generosity Strategy” for important initiatives, and actively participate in bringing good to the world, individually, collectively, and with strategic partners.
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Your Framework for Generational Success.

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