Successfully Transition Wealth to Future Generations

All with a strong relational foundation of trust and unity that shares a family story rooted in healthy communication.

Transitioning Family Wealth?

Looking to transition your family wealth to the next generation in a way that doesn't sacrifice family relationships and leave your loved ones rich but empty?

What if there was a way to transition wealth in a way that also strengthens your family. Using the
Relational Wealth Process®, I have used over two decades to guide hundreds of families through transitioning wealth.

  • Build Trust & Harmony

  • Increase Connection

  • Strengthen Relationships

  • Enhance Communication

  • Resolve Conflict

  • Identify Strengths & Differences

  • Gain Insight & Understanding

  • Find Joy in The Process!

How the Relational Wealth Process® Works

This process is founded on three core pillars that keep the transfer of wealth focused on what matters most - family relations.

BEST IN CLASS ASSESSMENTS

Our hand-selected assessments provide personalized feedback, insight and direction. These tools integrate into our unique process, giving individuals a new lens to experience their family relationships – this is the foundation for growth.

GOAL-DRIVEN ENGAGEMENTS

Our clients experience a safe and supportive, growth-oriented environment for co-creating their next steps. Measuring success is a unique part of what we do, and is vital to producing a high trust culture for those we serve.

MEASUREMENT TOOLS

Our process is focused to build family cohesion and unity through increasing the relational equity of each individual within the family. Out measurement tools help our clients understand how their relational health is progressing.

Work With Me

Personal Breakthrough

Discover the root cause of habits that are no longer serving you or that you don't want to pass on as a part of your family story. Create what you DO want, not just the norm.

Relational Coaching

Intentionally build a strong relational foundation rooted in healthy communication. And successfully transition wealth, leadership, and your family story for generations.

Group Workshops

Ready to learn and make connections with others on the same journey? Book a free 15 minute call to discuss your goals and see which group is the best fit for you and your needs.

"Good Communication is the Bridge Between Confusion and Clarity"

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