Our Philosophy:

At In Three Generations, we see education as an experience, not a chore. Gaining critical knowledge to handle family wealth responsibility matters, but only when it’s woven into confidence, identity, and lived experience. Our work is designed to help inheritors and family leaders build the clarity, capability, and trust needed to engage meaningfully in family wealth, governance, and long-term stewardship.

We believe that effective education for affluent families must go beyond financial literacy, supporting personal development, family relationships, and the emotional realities that come with responsibility, expectations, and legacy. Rather than asking people to adapt to the language and complexities of learning within traditional financial and legal environments, we create engaging virtual learning experiences that meet individuals where they are, prioritizing fun and relevant education approaches that empower participants to grow into informed, confident contributors to their families over time. 

Equally essential is community. Navigating family wealth can be isolating, even within well-resourced families and family offices. Learning alongside others in similar circumstances, peers who understand the surprising pressures of inheritance, leadership transitions, and multigenerational dynamics, creates insight, relief, and momentum that education alone cannot. In these trusted peer communities, participants discover they are not alone, and that confidence grows exponentially when learning is shared and friendships are formed.

Our approach sits uniquely at the intersection of education, belonging, and empowerment. And for us, none of this works if it doesn’t fit into the realities of our busy lives. So we hope you’ll join us for some engaging virtual learning. Because lasting readiness for wealth isn’t built solely through expertise, it’s built through experience, reflection, and connection with others walking a similar path. You’ve got this!