Generational Wealth Statistics
and The Problem

Empowering Families to Flourish Through Holistic Wealth and Multigenerational Growth

Generational Wealth Statistics
and The Problem

Empowering Families to Flourish Through Holistic Wealth and Multigenerational Growth
 

Building Wealth That Lasts Beyond Money

FIVE FORMS OF CAPITAL FOR DEEP CONNECTION, PURPOSE, AND LASTING IMPACT

Many wealthy families lose financial capital within generations, not because of poor planning, but because they fail to develop the relational, spiritual, human, and societal wealth that sustains it. Without intentionally fostering these broader forms of capital, meaningful thriving legacy can’t endure.

I help high-net-worth families flourish by developing holistic wealth, continual growth across five forms of capital: spiritual, relational, human, societal, and financial. As families strengthen these areas, fulfillment deepens and financial capital is more likely to grow and be used wisely. I’m passionate about supporting families and rising generations within a collaborative community committed to building multigenerational legacies of deep connection, shared purpose, and lasting impact.