An ongoing conversation to explore what it means to navigate family, relationships, values, and wealth across and between generations

What to Expect

There is no homework, no right answer, and no expectation that you arrive knowing what you want to say.

This will be:

A facilitated, intergenerational conversation

A space to listen, share, ask questions, and learn from one another

A chance to explore what is emerging, without needing to have it all figured out

This will not be:

‍A training or educational workshop

A goal setting, planning, or strategy session.

We don’t have all the answers, and we’re not coming in with a predetermined outcome. We’re interested in figuring this out together and from one another.

Come together — with a parent, a partner, a sibling; come alone; come to dip a toe and report back to others still feeling into their readiness.

Who is it for?

Parents in, or wanting, conversation with their adult children about wealth

Parents curious about engaging not-yet-adult children in conversations about wealth

Adult Children in, or wanting, conversation with their parents about wealth

Facilitated by parent/child duos:

We will be holding two conversation spaces. Register below for your date of choice: