Let us help your family ensure its shared legacy and success.
Our Capitalize meetings explore the opportunities and expose the threats that will shape achievement of your family legacy.
We partner with leading academic, business, consulting, health, and philanthropic organizations & their 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
- ConflictPoints - Working with potential family conflicts
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
Curated Educational Resources
CapitalWise
Financial Education
Playbook: A Millennial’s Guide to Life & Money
Presented by Morgan Stanley
- Graduating College a Whole New World
- Starting Your 1st Job: What You Didn’t Learn in School
- Saving: A Penny Saved is a Penny Earned
- Starting a Business: Setting Up Shop
- Philanthropy & Legacy: Making Your Mark
- Tying the Knot: To Half and to Whole
- Starting a Family: From Dollars to Diapers
- Buying a Home: Making Moves
- Investing: Cut the Bull, the Bear Basics of Investing
- Family Matters: Invest in What Counts
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.