In Three Generations, LLC

As we continue our journey through this year's RisingGen Cohort Program, we're reminded of the immense value that comes from connecting with peers who understand the complexities of managing family wealth. Participants engage in meaningful discussions and gain insights through eleven interactive Zoom meetings, complemented by personalized coaching sessions tailored to individual goals. Our online community fosters a supportive environment where cohort members can share resources and experiences, enhancing their learning journey. If you're looking to deepen your understanding of wealth stewardship, consider joining our waitlist for the Fall 2025 Cohort. Explore our website for additional resources and opportunities to support your family's unique path. ?? https://lnkd.in/ej5VKMkv #FamilyWealth #InheritorJourney #Leadership #WealthManagement #FamilyLegacy #InThreeGenerations #WealthStewardship #WisdomInWealth #SuccessionPlanning

As we roll into Thanksgiving week, we acknowledge the far-reaching impact of gratitude. Research shows that gratitude can shift our brain chemistry. That's why each session of the CORE 20s program begins with a prompt designed to inspire gratitude in some area of life. #brainhacks #leadership #wealth #stewardship #legacy Kurian, R. M., & Thomas, S. (2023). Gratitude as a path to human prosperity during adverse circumstances: a narrative review. British Journal of Guidance & Counselling, 51(5), 739–752. https://lnkd.in/gEZjq4Pb

This insightful quote serves as a reminder of the importance of being intentional in our actions, particularly when it comes to managing family wealth and family values. What did you do today to shape your legacy? #Legacy #WealthManagement #FamilyWealth #InThreeGenerations #Leadership #WisdomInWealth

Curious, but anxious about the future responsibilities of family wealth? You’re not alone. The RisingGen CORE 20s program, starting February 2025, is designed to help young adults like you become competent and ready for future wealth stewardship. Here’s what’s in it for you: - 6 virtual peer-group sessions - 2 individual coaching sessions (our coaches are also RisingGens and have completed accredited coach training) - Dynamic conversations on topics like how to navigate social situations when you have greater access to resources than others, and how to plan your life amidst the responsibilities of stewardship - Bonus access to the RisingGen Collective, a larger network of individuals from successful families Trade stress for preparation alongside a group of peers who get it and are committed to grow together. Ready to get started? Enrollment is open for February 2025—interest form here: https://lnkd.in/ekBiSybn If you have any questions, feel free to email [email protected]. #WealthStewardship #RisingGen #FamilyLegacy #InheritorEducation #Wealth #Leadership #Stewardship #Legacy

Don’t Miss Out! Our Information Call for the upcoming RisingGen CORE 20s peer group is tomorrow, November 14th, at 12 PM ET. This is a fantastic opportunity for young adults in their 20s to gain leadership skills and navigate wealth stewardship with confidence. To reserve your spot and receive the Zoom invite, email us at [email protected]. We look forward to connecting with you! #InThreeGenerations #NextGenLeadership #WealthStewardship #FutureLeaders #LeadershipDevelopment #PersonalGrowth #Wealth #Leadership #Stewardship #Legacy

?? Help Your Young Adult Prepare for Their Role in Your Family Legacy As parents, we want our children to be confident and capable. The RisingGen CORE 20s program, starting January 2025, is designed to equip your young adults with the knowledge and community they need to steward wealth responsibly. Here’s what they’ll receive: - 6 virtual peer-group sessions & 2 individual coaching sessions? - Dynamic conversations on top-of-mind topics like personal finance, navigating social situations when you have greater access to resources than others, and planning your life path amidst family wealth dynamics - Bonus access to the RisingGen Collective, a larger network of other RisingGens Give your child the tools they need to carry your family legacy forward. ?? Enrollment is open now—space is limited. Their spot is reserved upon completion of the interest form: https://lnkd.in/eh8JCyb5 If you’d like to join the information call on November 14th at 12 PM ET, please email [email protected] to be added to the Zoom invite! #FamilyWealth #LegacyPlanning #WealthManagement #SuccessionPlanning #NextGenLeaders #Wealth #Stewardship #Legacy #Leadership

Estate Planning: A Key Component of Wealth Stewardship Understanding estate planning is crucial for young people who are committed to preserving family legacies and ensuring a smooth transition of wealth. Our Scholars group has been gathering for peer groups structured around @ TamarindLearning’s self-directed stewardship program. Here are just some of the topics we have been recently discussing: - Benefits of the Various Trust Structures - Roles of Beneficiary, Trustee, Grantor, and Trust Protector - Importance of Trust Situs and How Trust Terms Impact the Administration of Trusts Interested in being part of these in-depth conversations? Reach out to [email protected] to join the RisingGen Scholars program. #WealthStewardship #EstatePlanning #FamilyWealth #LeadershipDevelopment #LegacyPlanning #Wealth #Stewardship #Legacy #Leadership

Are you or someone you know in their 20s, looking to build leadership skills and navigate wealth stewardship? Join Us for a RisingGen CORE 20s Information Call! on November 14th at 12 PM ET This is the perfect opportunity to get an inside scoop about how our program helps young leaders gain confidence, find community, and prepare for stewardship roles in family legacy. In this unique, one semester virtual program, this small group of young adults will grapple with the following questions: ??- Who can I talk to about some of the unexpected awkwardness of being from an affluent family? ??- How can I improve my personal financial competence? ??- How can I leverage my 20s to build a future that balances my own pursuits and prepares me for future responsibilities in my family? ??- What are the characteristics of healthy friendships and significant other relationships? Register: Email Kristen Heaney - [email protected] to be added to the Zoom invite. From there, you can invite clients, friends, or family to join the call with you. We look forward to seeing you there! #InThreeGenerations #NextGenLeadership #WealthStewardship #FamilyLegacy #LeadershipDevelopment #CareerGrowth #Legacy #Stewardship #Wealth

Planning for the future is more than just managing finances; it’s about creating a legacy that reflects your values and prepares the next generation for success. At In Three Generations, we help families navigate the complexities of wealth stewardship and legacy planning. Together, we help you build a vision for your family that will be sustained for generations to come. ?? Start planning your legacy today. Visit us at in3generations.com for more information. #LegacyPlanning #WealthStewardship #GenerationalWealth #FamilyGovernance #InThreeGenerations #PlanForTheFuture

At In Three Generations, we’re honored to witness the incredible transformations that take place when rising wealth inheritors find their path. Celine Fitzgerald’s journey is one of those stories that embodies resilience, purpose, and growth. Here’s Celine’s story in her own words: "I was a recent MBA grad who was floundering in the spring of 2019. I was supposed to be launching a Single Family Office with my dad but was unclear on the necessary steps to take. I was told I had the grit and determination to make it happen. Maybe it was imposter syndrome or just uncertainty, but did I even want to take this role? It felt like Mount Everest was ahead of me. I struggled over the summer months, hoping to find clarity and answers. Finally, divine intervention came my way in the fall of 2019 when I enrolled (against my will) in a RisingGen Cohort. While I showed up at the kick-off weekend with armor of steel, I quickly let down my barriers and dove into the year-long extended program willingly. The RisingGen Cohort changed my life for the better. As an unprepared and uninformed wealth inheritor, I finally found my purpose. I gained the courage to ask my dad tough questions and looked for more responsibility. Fast forward to fall of 2024: I now co-facilitate the RisingGen programs under Kristen Heaney’s guidance. If it wasn’t for her thoughtfulness and personal experience, I would not be the confident steward I am today." Celine’s transformation demonstrates the power of guidance, mentorship, and the courage to embrace new challenges. It’s a testament to how RisingGen empowerment and education can change lives. #InThreeGenerations #Leadership #Wealth #Stewardship #FamilyLegacy #LeadershipDevelopment #Growth #Legacy #WealthStewardship