Starting Time:
May 7, 2025
Ending Time
May 7, 2025
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"Add Value to Your Client Families Without Adding Costs: Discover the 4 Universal Patterns of Relationship Undercurrents."
Below are our upcoming events. We hope to see you at one of them.
A curated 9-week leadership development experience for women in families with significant shared assets who want their children, grandchildren, and future generations to stay connected — and are willing to lead with greater courage to make that connection more likely.

As an emerging leader in the family wealth industry, you operate at the intersection of your firm, your clients, and the wider advisory community. When your team faces interpersonal issues or client expectations don’t align with outcomes, a grounded response to emotional turbulence will set you apart and define your professional presence. This interactive 90-minute closed session presents a structured framework to support composure under pressure, enabling clear thinking, intentional action, and sustained connection with integral relationships.


We help families develop leaders to sustain both their financial wealth and their individual and collective well-being across generations.