Our principals and consultants have worked with more than 100 families with diverse experiences, from the wealth creator to the seventh-generation inheritor. Some of these families have a 150-year history; others have new wealth.
To be successful in this experience, a wealth owner needs to have:
A progressive view of the future – 10, 15 or even 100 years
A willingness to commit time to learning
Transformative learning depends on interaction with advisors, mentors, peers, experts and a community of friends and family.