PEER GROUPS
Join curated groups for members of affluent and business owning families; from Rising Gen to seasoned leaders exploring wealth, leadership, and personal growth.
Our Peer Groups are offered in partnership with In Three Generations, an associate of Valeri & Associates
Leaders
Bi-weekly
Cohort
Virtual
Empowering founders to align purpose and profit through peer learning, coaching, and legacy-focused business growth.
Entrepreneurs
Bi-weekly
Cohort
Virtual
Confidence and skills for early-stage stewards of family wealth.
20s
Bi-weekly
Cohort
Virtual
For senior-generation leaders supporting and mentoring the next gen.
Free
Leaders
Quarterly
Drop-in
Hybrid
Quarterly conversations with peers navigating wealth together.
Free
Mixed
Quarterly
Drop-in
Hybrid
For students exploring family enterprise and inter-generational learning.
Students
Monthly
Drop-in
Virtual
Two-semester guided growth experience with structured accountability.
Mixed
Bi-weekly
Cohort
Virtual