Confidential Interest Form

VALERI & ASSOCIATES

Peer Group Interest Form

Hello - we are glad to hear of your interest in a peer group program! These virtual gatherings are for people from financially successful families. Thank you for completing the following brief application. The data you provide will be kept confidential and a member of our team will follow up to schedule a call with you soon and get you connected to the group you're interested in joining.

First Name

Last Name

Date of Birth

Phone Number

Who Referred You To This Peer Group?

Which Peer Group Program(s) are you interested in joining?

RisingGen Collective (free quarterly peer group)

Leading Gen Wisdom in Wealth (free quarterly peer group)

RisingGen CORE 20's (one semester group for people in their twenties)

RisingGen Cohort (30s and up; 2 semester group)

I'm Unsure

Other (Individual Coaching For Example)

Have you ever been part of a group like this before? If so please share a bit about your experience below.

In your opinion, what does it mean to thrive as a person in a finacially successful family, navigating stewardship of family wealth and/or family business roles?

In what ways do you hope this peer group program may support your ability to thrive in the ways you’ve described?

What other thoughts or concerns, if any, do you have about being involved in a program like this?

Would you like to speak to someone from our team?YesNo

Thank you for completing this application. You can expect to hear from one of our peer group facilitators within 2 business days.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.