Connect-Gens offers speaking and consulting services to family offices, individuals, couples, families, professional associations and not-for-profit organizations.

Speaking topics center on:

• Strengthening family connections;

• Discovering shared family values;

• Clarifying purpose;

• Improving intergenerational communication;

• Preparing heirs to be effective family leaders;

• Creating guidelines around the sharing, spending and saving of family wealth;

• Designing and implementing the plan for successful wealth transfer;

• Creating flourishing families.

Our thought-provoking speaking captures the latest ideas on how to integrate quantitative and qualitative planning.  “Purposeful Planning” our proprietary process creates new connections between the generations by focusing on finding shared values, effective intergenerational communication techniques and creating legacies that last. 

The consulting services are primarily used by individuals, couples and families who choose to implement the Purposeful Planning system.

Areas of specialty include the creation of intergenerational mission and vision statements, shared family financial philosophies, creating family governance structure and identifying desired family culture.  We also offer assessments designed to show families their areas of strength and potential vulnerabilities in the twelve areas required for successful business or wealth transfer.  We have assessments designed to improve intergenerational communication and teach families new ways to successfully deal with conflict resolution.