ABOUT

At the heart of what we do is a simple yet profound belief: wealth is not just about numbers, but about the human experience—our stories, values, and the stewardship we embrace across generations. The majestic redwood trees symbolize strength, resilience, and deep roots. They remind us that true wealth is built over time, rooted in purpose and care.

Our focus is on individuals and families seeking clarity and confidence on their journey with wealth. We believe that understanding oneself and one’s values is the foundation for meaningful stewardship—guiding your resources in a way that aligns with your deeper purpose and creates a lasting impact.

We are committed to fostering personal growth through independent education. Our goal is to equip you with the awareness and knowledge necessary to navigate a complex financial landscape with confidence. It’s about more than managing assets; it’s about understanding the role wealth plays in shaping your legacy and your family’s story.

Collaboration and open architecture are central to our approach. We work alongside trusted partners and advisors, ensuring you have the tools to make informed decisions and to see the bigger picture of your wealth’s potential.

Ultimately, our ethos is grounded in the belief that true wealth involves self-discovery, conscious stewardship, and a commitment to future generations.

Pedagogy & Process
 

Effective education does not happen in silos nor is it blind to the demands of the world.  Learning doesn’t happen overnight.  We acknowledge and embrace the fact that people are busy, with many complex and often competing responsibilities.  Our education pedagogy is founded in adult learning theory and group learning best practices.  The core curriculum has been through a series of evaluations, incorporates a diversity of learning styles, and is tailored to various interests and levels of expertise.

In our experience, the most rewarding work happens when we leave space for dialogue, questions and continuing education.  We are not static.  We spiral content, which is to say that we weave through personal discovery and investor education at the appropriate pace.  We have a plan, but often the personal needs and discovery of self will create a new direction, while staying true to the course of delivering core content.

EDUCATION FOCUS

AIMS:

• foster personal growth

• deliver financial and investment education

• bring awareness to the complexities of wealth 

• uncover opportunities to be an agent of influence

• facilitate family communication

•  serve as a bridge for the wealth holder, family and trusted advisors

• provide connection and community to our network of families

OUR PROMISE:

Confidentiality and trust are pillars of our process.  We are a neutral and independent provider of education. We strictly prohibit the marketing or promotion of any investments, advisors, or philanthropic projects, as part of our program.