Is it time for you to make

your own unique imprint

on your family wealth journey?

family office banner for inheritors group

Testimonials

 “I had a huge life altering experience in this cohort and I will forever be grateful. It’s changed the entire trajectory of how I want to make a contribution in my life.”

- 2023-2024 Cohort Participant

"The cohort taught me that the more resources and other people in family enterprises we are exposed to, the more we can learn new ways to be effective and make progress."

- 2022-2023 Cohort Participant

Meet Your Coaches!

Eric Chaffiot

Eric Chaffiot is a coach and facilitator who supports young adults and rising leaders in navigating the complexities of family dynamics, personal identity, and financial stewardship. Drawing on experience in coaching, leadership development, and intergenerational work, Eric helps individuals build clarity, confidence, and the tools they need to lead with intention and purpose. He is especially passionate about creating spaces for meaningful conversations around legacy, wealth, and personal growth.

 

Hannah Kanstroom

Hannah is a Director of Family Advisory within the Wealth Planning Group at Pathstone, delivering services nationally to clients focused on the non-technical aspects of wealth planning including family dynamics, wealth and values transfer, rising generation engagement and development, legacy planning, and family philanthropy. Additionally, in her role Hannah develops strategic resources and engages in thought leadership for individuals and families across the country.

 

Kristen Heaney

Kristen Heaney is Founder and Lead Coach at In 3 Generations. Her passion for this work is colored by her own experience of being a young and unprepared inheritor after her father’s early death. Kristen’s training includes a MSW from the University of Michigan, a Board Certified Coaching credential, and an advanced certificate in Family Wealth Advising from the Family Firm Institute. Kristen was born and raised in the Metro Detroit area, and currently lives with her husband and two sons in South Florida.

 

EMAIL: [email protected]

to share your interest or get more information

Program Fee: $9500