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September 28-29, 2018 Conference Details

The purpose of this Thriving Family Training Conference is to help your family to  thrive for multiple generations.  It is a sad historical fact that thriving families are the exception to the rule, and have been for centuries, all over the world.  History, studies, and our own experiences point to the same inescapable conclusion:  90% of all families will fail to keep the family’s wealth and unity together for three or more generations. 

At this conference we will hold an event called Monarch to Mentor. This session is presented through the perspective lens of the parents and grandparents who are leaving the inheritance.

One truth about all families is that, no matter how prepared and confident you may be, the 'torch' is going to be passed from your generation to the next generation(s). At this Conference we will provide specific tools, training, support, and strategies designed to  help you pass that torch by the handle rather than by the flame.

Monarch to Mentor

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The focus of Monarch to Mentor is simple:  What must parents and grandparents do to prepare their children and grandchildren for the inheritances they will receive, and to create a foundation that will allow the family to manage and grow both the family’s financial wealth–and its unity–for multiple generations? 

At this Conference we will provide specific tools, training, support, and strategies designed to  help you pass that torch by the handle rather than by the flame.

This program deals with the following topics:
·  Passing the torch by the handle rather than the flame, which includes preparing both you and your children/grandchildren for the transfer;
·  Sending powerful messages that impact your family;
·  Building a culture in your family that is necessary for it to survive for multiple generations;
·  Building a culture and process for effective communication and trust in your family that will last for generations;
·  Developing expertise and leadership in your children and grandchildren; and,
·   Aspects of “predator protection” for your family.


  More Details, and Cost   • The maximum attendance for the  Monarch to Mentor  event is 42 people. This training will feature 7 tables of 4-6 people per table, with a professional facilitator at every table.     • The name tags/table tents used will have first names only on them, so you can maintain anonymity if you would like to.  • Young adults in their 30s and 40s who have children can also attend the  Monarch to Mentor  event. If there is more than one generation represented in the event, the younger adults will be seated at separate tables with their peers, not with their parents or grandparents.  • All instructors at the events are Heritage Design Professionals® in good standing with the Heritage Institute.  • Tuition is $2,360 per person for the public, and $1,650/person for people invited by the Conference Instructors  • Conference will be held in Costa Mesa, CA, at the Marriott Hotel   

More Details, and Cost

• The maximum attendance for the Monarch to Mentor event is 42 people. This training will feature 7 tables of 4-6 people per table, with a professional facilitator at every table.   

• The name tags/table tents used will have first names only on them, so you can maintain anonymity if you would like to.

• Young adults in their 30s and 40s who have children can also attend the Monarch to Mentor event. If there is more than one generation represented in the event, the younger adults will be seated at separate tables with their peers, not with their parents or grandparents.

• All instructors at the events are Heritage Design Professionals® in good standing with the Heritage Institute.

• Tuition is $2,360 per person for the public, and $1,650/person for people invited by the Conference Instructors

• Conference will be held in Costa Mesa, CA, at the Marriott Hotel

 


Take the Next Step for your Family

Get Registration Form HERE

Questions?                                                              Please contact us today

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