Preparing the Next Generation for Wealth, Legacy, and Leadership
A program designed to prepare the rising generation to step into their family's legacy with clarity and conviction, grounded in a deep understanding of who they are.
Over 12 weeks, we look at the family business and their role within it in a new light, honoring what came before and shaping what comes next.
Meditation and introspection are at the heart of our work together. How a successor sees themselves shapes how they lead.
"The next chapter of a family's story is written from within — with purpose, clarity, and vision."
Working in partnership with family enterprises to support the growth of the next generation, drawing on my experience in the classroom and in business.
A season of inner work that builds self-awareness, resilience, and the confidence to navigate family relationships and responsibility. As their thought partner, I bring experience in leadership, education, and business. I also understand the human side of transition. Each week we meet one-on-one, work through readings tailored to their journey, and build a meditation practice that lasts beyond our 12 weeks.
"I studied Psychology & Economics at Barnard College, drawn from the beginning to one central question: how do people come to know themselves, and what becomes possible when they do?
That question guided every chapter that followed: from teaching, to the Harvard Graduate School of Education, to school leadership, to Columbia Business School, to investment banking at Morgan Stanley, and ultimately to creating my own business. None of those transitions were accidental. At each stage, I committed to deep inner work, developing a clear sense of who I was becoming and the life I wanted to create.
I created this program to give the next generation a space that is entirely their own, to develop the self-awareness, confidence, and conviction it takes to carry forward what their family has built. I'm their partner every step of the way."
Grounded in Legacy and Clarity of Vision.
A one-on-one session every week, for 12 weeks
Guided meditation and reflection built into each week
Curated books and tools, with short lessons on applying them
Leadership and succession coaching based on their role and stage
Coaching on finding their voice and leading across generations
Facilitated family conversations, from our first meeting to the final plan
Next-generation members of family enterprises
Successors preparing to step into leadership, ownership, or the board
Young adults deciding whether to join the family business
Family members coming back to the business after building careers elsewhere
Families preparing the next generation for the largest wealth transfer in history
Students in high school or college who also want admissions support
Whatever role lies ahead, we start by looking within. They'll leave with more clarity and a real plan.
Earning credibility and finding their role in the family enterprise.
Preparing to take the helm, honoring what came before and leading what's next.
Choosing a direction that reflects who they are outside the business.
Admissions essays, applications, and interview prep for students.
Short teachings on how to apply what they're reading to their life, their leadership, and the family business.
I choose these after our first conversation, based on what they're working through.
Autobiography of a Yogi
Yogananda's own account of his spiritual search across India, and his journey bringing meditation to the West.
Life and Teaching of the Masters of the Far East
A spiritual account of encounters with masters in India and Tibet, exploring consciousness, thought, and spiritual possibility.
Breaking the Habit of Being Yourself
Exploring how our thoughts, habits, and patterns can shape the way we experience our lives.
The Power of Intention
Aligning daily choices and long-term goals with a clear, deliberate sense of purpose and direction.
The Art of Work
Discovering a true calling through purpose, mentorship, and practice.
12 weeks, three phases.
Their values, strengths, and identity, apart from the business. We start with who they are.
How they see themselves in the family and the business, and the role that truly fits them.
Clear next steps from what we've discovered, shared in a conversation with the family.
Time with me every week, focused on them, their goals, and whatever comes up.
A guided meditation every week, so being still becomes part of their routine.
Books and tools I choose after we talk, based on their path.
A written two-year plan for their growth, role, and milestones.
Their story and vision in their own words, ready to share with the family.
An honest, facilitated conversation across generations about the legacy and their role.
Meditation and reflection habits they keep long after the 12 weeks.
A 20-Minute Conversation
Their story so far
What's next, and what's in the way
For your family, and this season of life
No pressure, no pitch. Just a conversation.