Capitalize

Achieving peak family and financial capital.

Your family is your greatest asset. We have designed an innovative series of fairly celebrations to grow your family capital.

Let us help your family ensure its shared legacy and success.

 

Our Capitalize meetings explore the opportunities and expose the threats that will shape achievements of your family's goals and legacy. 

 

We partner with leading academic, business, consulting, health, and philanthropic organizations along with thought-leaders to curate an exceptional program of family wealth stewardship.

Family Celebrations

We have multiple years of thoughtfully designed annual family celebration agendas to help your family achieve peak family and financial capital - together, through fun family celebrations

First Family Celebration

SETTING: Family Home

AGENDA: 

  • Personal Resumes
  • 16Personalities Test by Meyers-Briggs
  • Life Values Inventory
  • Your Family in 5 Years - Team Exercise
  • Your Life at 105 - Future Pathing
  • TedTalks - Your Family’s Future
  • Family & Personal Mission Statements

Second Family Celebration

SETTING: Vacation Resort

AGENDA:

  • Family Geneology - Genetic Test and Family Tree Analysis
  • Family Research - Learning From Challenges and Successes of Past Family Members’ Lives
  • Health Index - McKinsey Consulting Organizational Health Tool
  • Talent Assessment -  Assessing Individual Skills, Education, Interests, and Talents
  • SWOT Analysis - Team Exercise on Strengths, Weaknesses, Opportunities and Threats Facing Family
  • Mission Possible - Implementing Your Family Mission Statement Team Exercise
  • Habits of Highly Effective People - Presentation and Team Exercises
  • TedTalks - Highly Effective Families

Third Family Celebration

SETTING: International Location

AGENDA:

  • Navigating Generational Wealth - Best Practices Presentation and Team Exercises
  • Family Philanthropy - Giving Together, Brainstorming Session in Collaboration with the Gates Foundation
  • CapitalWise - Advanced Investment Presentation from Leading Investors
  • ElderCare - Taking Care of Aging Parents, Multi-generation Strategies with AARP, Dynamic Strategies for Aging with MIT AgeLab
  • The Family Bank - Shared Resources and Business Planning  for New Family Enterprises
  • Leadership Training - Talent is Never Enough Review and Exercises with John Maxwell
  • Embark - Stanford University School of Design - Design Your Life Curriculum
  • Lunch & Learn - Resident Experts Discuss Local History and Culture of International Locale

Assessments

Learn About Your Family

 

 

16 Personalities

Each family member is their own unique person, get a description of who you are, and why you do things the way you do.    

Life Values Inventory

Online assessment developed to help individuals and families clarify their values and serve as a blueprint for effective decision-making and optimal functioning.