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Conference Details

The purpose of this Thriving Family Training Conference is to help your family to  thrive for multiple generations.  It is a sad historical fact that thriving families are the exception to the rule, and have been for centuries, all over the world.  History, studies, and our own experiences point to the same inescapable conclusion:  90% of all families will fail to keep the family’s wealth and unity together for three or more generations. 

At this conference we will hold 2 events side-by-side to addresses that problem. One event is called Monarch to Mentor, the other is Rising Leaders. Monarch to Mentor is presented through the perspective lens of the parents and grandparents who are leaving the inheritance.  Rising Leaders is for the children and grandchildren who will one day receive the inheritances.

One truth about all families is that, no matter how prepared and confident you may be, the 'torch' is going to be passed from your generation to the next generation(s). At this Conference we will provide specific tools, training, support, and strategies designed to  help you pass that torch by the handle rather than by the flame.

Monarch to Mentor

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The focus of Monarch to Mentor is simple:  What must parents and grandparents do to prepare their children and grandchildren for the inheritances they will receive, and to create a foundation that will allow the family to manage and grow both the family’s financial wealth–and its unity–for multiple generations? One truth about all families is that, no matter how prepared and confident you may be, the 'torch' is going to be passed from your generation to the next generation(s).

At this Conference we will provide specific tools, training, support, and strategies designed to  help you pass that torch by the handle rather than by the flame.


Rising Leaders

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The major focus of Rising Leaders is the same as that of Monarch to Mentor, but in this instance, the perspective is from the children’s and grandchildren’s viewpoint.  In short, what is it that children and grandchildren must do to successfully to prepare themselves for the inheritances they will receive, and to create a foundation that will allow them to manage, control, and grow their financial inheritances and keep the family’s financial wealth– and its unity–together for multiple generations?

Learn what successful families have done for centuries to develop leadership within the family, and how the lessons, experiences, and values of each generation contribute to the development of strong, secure, trusting families.


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More Details, and Tuition Cost

• The maximum attendance for the Monarch to Mentor event is 42 people. This training will feature 7 tables of 4-6 people per table, with a professional facilitator at every table.   

• The maximum attendance for Rising Leaders is 60 people, and this event will be set-up in a classroom or chevron style. 

• The name tags/table tents used will have first names only on them, so you can maintain anonymity if you would like to.

• Young adults in their 30s and 40s who have children will be invited to attend the Monarch to Mentor event. If there is more than one generation represented in the event, the younger adults will be seated at separate tables with their peers, not with their parents or grandparents.

• All instructors at the events are Heritage Design Professionals® in good standing with the Heritage Institute.

• Tuition for Monarch to Mentor is $3,200/person or $4,800/couple. *

• Tuition for Rising Leaders is $2,500/person or $3,750/couple. *

• For families of 7 or more, the price is $9,485 plus $500/person over 6 attendees.*

* Some discounts may be available. Please speak with your Heritage Design professional for discount information.

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This program deals with the following topics:
·  Passing the torch by the handle rather than the flame, which includes preparing both you and your children/grandchildren for the transfer;
·  Sending powerful messages that impact your family;
·  Building a culture in your family that is necessary for it to survive for multiple generations;
·  Building a culture and process for effective communication and trust in your family that will last for generations;
·  Developing expertise and leadership in your children and grandchildren; and,
·   Aspects of “predator protection” for your family.


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This program deals with the following topics:
•  Receiving the torch by the handle rather than the flame, and  being adequately prepared for when the transfer occurs;
•  Building the business of being a family (which has nothing to do with a family business);
•  Building effective communication in your family;
•  Developing effective communication and accountability among your siblings and cousins;
•  Developing and accepting leadership in your family;
•  Identifying your family’s common purpose;
•  Building and maintaining effective Family Governance;
•  Options for Family Philanthropy; and
•  Aspects of “predator protection” for you and your family.


Take the Next Steps for Your Family

Questions?  

Please contact us today.

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