The LeadingGen Cohort is designed for parents, family business leaders, and wealth stewards who want to align financial success with family purpose and ensure continuity across generations.

Clarity around your family’s shared vision, improved communication, frameworks for governance and decision-making, and confidence in your legacy plan. Many members also report greater peace of mind and stronger relationships.

The space is confidential, and all participants sign a confidentiality agreement to ensure privacy. However, the group is also designed for openness. You can share at your own pace, but most participants find the conversations surprisingly freeing and insightful.

It’s both, but in a different way. You’ll gain practical tools for planning, but also emotional intelligence for leading. We work alongside your existing advisors to complement, not replace, their expertise.