Programs
 

Life Coaching & Mentoring

For the past two decades, Abby Raphel has coached inheritors, stewards, and wealth owners on how to balance the role of wealth in their lives. Wealth provides individuals with opportunities that can lead to a purposeful and meaningful life. However, navigating this journey is complex and deeply personal. Abby's coaching can include tailored educational programs that enhance financial knowledge, collaboration with family members and advisors, in-depth exploration of life coaching systems and tools, real-time communication support, and a holistic approach that integrates the mind, body, and spirit within a business context.

Welcome to Wealth: Stewardship, Investments & The Family Office

Our signature program is designed for individuals new to wealth management and investing. With our extensive library of modules, you will gain a foundational knowledge of investing, finance, and the family office landscape. At the same time, essential topics about core values, life goals, and philanthropic interests are explored.

• Introduction to Investments

• Foundations of Finance

• Macroeconomics

• Investment Objectives

• Portfolio Review

• Manager Selection and Evaluation

• Understanding Wall Street

• Wealth Management Landscape

• Trusts and Estates

• Financial Planning

• Generosity Principles: Philanthropy & Impact

• A Gratitude Mindset

• The Balance of Wealth™

• A Rich Inner Life™

• Blank Canvas with Abundance™

• Mapping Money Matters - Your Story of Origin™

Launch Into Life

A transformational experience that empowers youth (High School and Early College) to enhance their business acumen, personal finance skills and business direction. The program entails a summit-like community experience, interactive workshops, and job shadow days with leading companies. 2024 collaborators included YPO, FitMoney, and Red Helicopter.

Family Meeting Kickstarter

As the multi-generational conversation starts, it’s important to establish a process for family meetings. Our Family Meeting Kickstarter program provides facilitated conversations that act as a catalyst for effective communication and decision-making for future generations. This model is customized to meet the specific needs of each family.

REDWOODS FAMILY SUMMIT

Redwood families come together for a day filled with collaboratively curated content and inspiring discussions, created by families for families and led by families. This event is not a traditional investment conference; it doesn’t follow the typical panel discussion format. Instead, our Summit brings together values-driven families who believe that learning from one another is the key to successfully living and thriving with wealth.