The Family Prosperity Alliance
A co-learning lab for multigenerational families
and professionals
The future of multigenerational family wealth in our society is at a crossroads. We bridge the gap between families of wealth and their professional advisors through collaborative dialogue and
peer-to-peer learning.
Uniting Families and Professionals for Generational Strength
Families favor privacy about the intimate details and late-night fears of family dynamics and significant wealth. Strong families know how to be resilient but how do they remain connected amidst the complexity of multigenerational assets?
Professionals are reluctant to step out of their comfort zone into the delicate topic of family dynamics. They long to fully support their affluent family clients, yet how do they bridge the conversation gap without injuring important relationships or offending those they live to serve?
Two groups. Separate talent sets. One common passion.
To help families of wealth be strong and connected in perpetuity.
Absent collaborative dialogue, advisors and families unknowingly operate shy of their full potential. Advisory conversations are suppressed by what’s perceived to be safe and accepted. Families are hindered by lack of awareness about what’s possible. Join us in bridging the gap…
Building Stronger Families, Together
Uniting families and professionals to expand harmony, connection, and legacy.
A Five-Point Family Sprint
- Does your family feel connected currently?
- Do succeeding generations know your families’ history and stories of both challenge and triumph?
- Do your heirs have a picture of their life path and purpose separate from and regardless of wealth?
- Are your heirs prepared to protect, manage and grow the inheritances they will receive?
- Does your family have mentorship, leadership and advisory resources to navigate these dynamics?
Our Three-Phase Approach
We facilitate a unique cycle that brings families and professionals together for collaborative growth and meaningful impact.
Phase One: Unlock the Possibilities
Open architecture dialogue about families’ and professionals’ hopes, fears, frustrations and blind spots.
Phase Two: Co-create the Dynamics
A peer-to-peer co-learning environment.
Phase Three: Accelerate Your Impact
Digest what you’ve learned and test it in the real world. Come back to the consortium to pose new questions.
Where Families and Professionals Unite
Two groups. Separate talent sets. One common passion: to help families of wealth be strong and connected in perpetuity.
"We believe that strong families are the cornerstone of a strong society."
