Transitioning Family Wealth – with Kristin Keffeler

Experience has proven that for a family to thrive over multiple generations, each generation must become ‘creators’ in their own right. This can be a tall order for emerging adults who have grown up in the shadow of a big-thinking wealth creator. In this call, we will discuss the fundamental skills — personally and financially — that every next gen needs in order to learn to ‘lead from behind’ and become creators in their own lives. We will also explore a variety of ideas that invite parents to get involved in their children’s journeys towards self-actualization.

Special Guest: Kristin Keffeler, MSM, founder of Illumination 360 (formerly Kinetic Enterprise). Kristin is an advisor and certified professional coach with specializations in business design, human motivation and behavioral change, family dynamics, and the ‘inner work’ of money.

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