Family Wealth Mentoring is dedicated to nurturing the financial understanding and experience of individuals and family members. We take time with and genuine interest in each person being mentored to help each one appreciate and take responsibility for his or her wealth and understand and address his or her money challenges. Such increased awareness of the role of money is invaluable in the quest for a meaningful life.

Our confidential work is with a select group of clients to help them optimize the place of money in their lives. Our clients are:

• High net worth individuals coming to terms with their wealth, with a special focus on inheritors of all ages in need of financial mentoring and wealth inheritance skills
• Wealthy families navigating the interpersonal dynamics around money and benefiting from facilitation of profitable money conversations as they establish structures and practices – such as family councils and inter-generational retreats - to support both their families and their wealth
• Individuals, families and foundations wanting to manage their philanthropy strategically and effectively

Our goal is for each client to become both competent and confident in their relationship with their wealth.