AN IN-DEPTH SIX WEEK COURSE APPLYING THE FIVE CAPITALS TO YOUR FAMILY

Thriving Family System
E-Course

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Want to help your family thrive—not just financially, but in every area that matters?
The Thriving Family System is a step-by-step course with powerful stories, practical tools, and guided assessments to help your family grow stronger in five forms of wealth—spiritual, relational, human, societal, and financial.
Start building the kind of family culture, connection, and impact you’ve always hoped for—today.

Details

THRIVE TOGETHER. FOR LIFE. FOR LEGACY.

A step-by-step course to help your family thrive in all five forms of wealth—now and for generations to come.

 

Many families of means spend years growing financial wealth—only to watch connection fade, purpose drift, and the rising generation disengage.


WHAT IF THERE WERE A BETTER WAY?

The Thriving Family System is a transformational, outcome-oriented course that helps you lead your family as intentionally as you lead your business. Unlike our shorter workshops, this course offers a deeper, more personalized journey—with real stories, practical tools, guided assessments, and a clear roadmap for progress in each of the Five Capitals of family wealth:

  • Spiritual Capital (shared meaning and purpose)
  • Relational Capital (trust and connectedness)
  • Human Capital (character and individual flourishing)
  • Societal Capital (impact and contribution)
  • Financial Capital (resources aligned with purpose)


Through engaging video teaching, actionable exercises, and a built-in Five Capitals Assessment, this course helps your family name what matters most, assess where you are today, and take meaningful next steps toward thriving in every dimension.

It’s not just about vision—it’s about measurable, lasting transformation.


WHAT YOU WILL EXPERIENCE

Each of the seven modules builds toward a thriving, purpose-driven family culture—with clarity, tools, and progress you can see:


Module 1: Rethinking Wealth—From Financial to Thriving

Start with a mindset shift. Discover a richer definition of wealth—not just assets, but well-being. You’ll take the Five Capitals Assessment to see where you are today and begin mapping where your family wants to grow.

Module 2: Spiritual Capital—Clarifying Shared Purpose and Values

What’s the spirit of your family? Go deeper than inspiration—define the values, mission, and vision that will guide your decisions and unite generations. You’ll craft or refine your Family Compass and begin living it out.

Module 3: Relational Capital—Building Trust and Deep Connection

Great families aren’t built on DNA alone—they’re built on intentional connection. You’ll gain tools to improve communication, build trust, and create rhythms that turn obligation into joy and gatherings into shared meaning.

Module 4: Human Capital—Nurturing Thriving Individuals

Strong families grow strong people. This module helps you support the character, confidence, identity, and well-being of each family member—equipping everyone to thrive and contribute meaningfully to the whole.

Module 5: Societal Capital—Creating a Legacy of Impact

What is your family here to give to the world? This module helps you align your work, giving, investing, and time around causes that matter—so your family’s impact thrives now and compounds over the generations.

Module 6: Financial Capital—Aligning Wealth with Your Values

Money is a tool, not the goal. Learn how to design financial and business structures that steward your resources wisely, empower future generations, and reinforce and enhance—not diminish and destroy—your family’s culture, relationships, personal growth and purpose.

Module 7: Bringing It All Together—Designing Your Thriving Family System

You’ll bring it all together by creating your Thriving Family Waybook, writing or refining your 100-Year Legacy Letter, and retaking the Five Capitals Assessment to track growth. This final module helps you craft systems for sustaining your vision and momentum—now and for generations to come.


HOW IT COMPARES TO THE WORKSHOP

  • 100-Year Family Vision Workshop introduces the Five Capitals and helps you identify what matters most and where you want to grow.

  • Family Compass Workshop helps you go deeper into shaping your family’s Spiritual Capital—your values, mission, and vision.

  • The Thriving Family System Course gives you the full roadmap—with tools, assessments, stories, and strategies—to make real progress in every area of family life and leadership.


This isn’t just about insight. It’s about implementation.

It’s about intentionally becoming the kind of family you dream of being.


THE COURSE IS FOR

  • Founders, entrepreneurs, and wealth creators who want to pass on more than assets—and build a family that thrives.

  • Spouses and couples seeking deeper alignment on what they stand for and how to lead with clarity.

  • Rising-gen leaders looking for meaning, identity, and a compelling reason to stay connected.

  • Advisors to families of wealth who want to help clients grow a legacy of holistic, generational flourishing.