Gain clarity and grow your family’s communication and closeness as you build an enduring legacy.
Understand how the enterprise and other business dynamics impact family & legacy.
Define your family’s 5 Capitals of Legacy: Human, Social, Intellectual, Spiritual & Financial.
90% of high net worth families’ WEALTH is lost by the third GENERATION
But not why you think.
Financial & legal complexity accounts for only 5% of the loss (though 95% of resources go to this).
Lack of preparation of heirs accounts for 25% and an overwhelming 60% to a lack of family trust & communication (10% had “no clear family mission”).
Good news—your family can walk a different path.
What you can expect from Family Meridian:
As a high net worth family, you’ll connect with peers traveling a similar path to wealth transition, then develop the vision & skills your family needs to build an enduring family legacy.
FIND Meaningful Peer-to-Peer Relationships & Learning Experiences
We’re on the same path with you, so we can help you understand the complex CHALLENGES and hidden OPPORTUNITIES to build your family’s enduring legacy.
DISCOVER Your Family’s
5 Capitals of WEALTH
Wealth transition begins with a new understanding of 5 Capitals of Wealth, in the spheres of the family & the enterprise.
Easy to Get Started
Explore & Learn
Identify challenges and opportunities to build your family’s legacy. Uncover your family’s 5 capital resources of wealth.
Connect & Grow
Connect with peers through online and live events, and grow through insightful resources and experiences.
Start taking meaningful action on your family’s 100-year Family Legacy Plan.
Imagine Your Family’s 100-Year Legacy
By taking the next step in building an enduring family legacy, we’ll show you how you’re laying the foundation for your family’s 100-Year Family legacy.