In Three Generations, LLC

The idea of stewardship sometimes gets a bad rap. Sure, it’s not very compelling to think that your only purpose, as a Rising Generation family member, is just to move a legacy from the previous generation to the future generation. Meh! That’s why, at In Three Generations, we spend a lot of time helping RisingGens consider the unique imprint they want to make on their family legacy - to preserve the magic of the past but add your present value. If that’s responsible stewardship, then that’s much more compelling! #FamilyWealth #InheritorJourney #Leadership #WealthManagement #FamilyLegacy #InThreeGenerations #WealthStewardship #WisdomInWealth #SuccessionPlanning #Legacy #Wealth

At In Three Generations, we’re dedicated to helping families build and sustain meaningful legacies. As part of our exclusive offerings for clients, we’re excited to spotlight our Client Events. A member of our team can come speak to your family or advisors, either onsite or virtually. These one-time speaking engagements are designed to inspire and educate, covering key topics such as succession planning, philanthropy, and family unity. Our goal is to provide valuable insights and foster important conversations that support our clients' journeys toward a stronger family legacy. To learn more about how we can support your legacy-building efforts, visit our website. ?? https://lnkd.in/ej5VKMkv #FamilyFacilitation #LegacyBuilding #SuccessionPlanning #Philanthropy #FamilyUnity #InThreeGenerations #GenerationalWealth #Legacy #Wealth #Leadership

At In Three Generations, our RisingGen Scholars Program helps families build confidence in managing wealth, fostering leadership across generations. In collaboration with Tamarind Learning, we provide the tools and knowledge necessary to engage meaningfully with financial professionals and preserve your family’s legacy. While our 2024-2025 Scholars program is in full swing, you can still be part of this transformative journey! If you’d like to join our next program, reach out today to secure a spot on our waitlist. Don’t miss your chance to build the technical knowledge and confidence you need to guide your family’s legacy. ??? in3generations.com #RisingGenScholars #GenerationalWealth #EstatePlanning #WealthManagement #LegacyLeadership #Legacy #Wealth #Leadership

The phrase “In Three Generations” often makes people think of the oft-cited shirtsleeves to shirtsleeves proverb. A cautionary tale isn’t always the best way to inspire and empower, so around here, we believe that we each have a chance every day to be intentional about building our own legacy. What will the legacy of YOUR life be…In Three Generations? We actually have some control over that and it begins with cultivating legacy building moments with intention today! In case you were wondering, that’s the inspiration behind the name! #FamilyWealth #GenerationalSuccess #LegacyStewardship #Leadership #WealthStewardship #PeerConnection #InThreeGenerations #SuccessionPlanning #WealthManagement

The RisingGen Cohort has been a cornerstone for many in navigating the complexities of inherited wealth. Although this year’s cohort is already underway, the journey doesn’t end here. If you'd like to join the waitlist for the next session, feel free to reach out. Visit our website to explore additional offerings designed to support and empower the next generation of family wealth stewards. Stay tuned and follow us to ensure you don’t miss future opportunities to be part of this transformative experience! ?? https://lnkd.in/eaHWFtdt #RisingGenCohort #FamilyWealth #InheritorJourney #Leadership #WealthManagement #Leadership #FamilyLegacy #InThreeGenerations #WealthStewardship #WisdomInWealth #SuccessionPlanning

Imagine having a space where you can openly discuss the unique opportunities and challenges of managing family wealth, surrounded by others who truly understand. The RisingGen Collective provides exactly that—a supportive community of individuals from financially successful families. It’s not about sharing advice, but forming connections that empower you to navigate the complexities of wealth and family legacy. Our informal gatherings, held quarterly, offer a chance to dive deep into topics relevant to your experience, led by peers who share similar challenges and aspirations. Interested in joining? We’re currently accepting applications. Due to the sensitive nature of our discussions, a virtual interview is required for access. To apply or inquire, please reach out to [email protected]. Don’t miss this opportunity to transform your approach to wealth stewardship and build lifelong connections. Check out our website for more info: inthreegenerations.com #WealthStewardship #FamilyWealth #InheritorEducation #EstatePlanning #WealthManagement #FamilyLegacy #Leadership #InThreeGenerations #LeadershipDevelopment

Last night, RisingGen Collective (our informal membership group) gathered on a virtual call where Kristen Heaney shared a model she uses with client-families to help them clearly outline the expectations the family has for stewards/stakeholders. This great article by Amy Hart Clyne and Dennis Jaffe gets to the heart of why this is an essential topic for families to address: https://lnkd.in/ebyTBkgW #FamilyWealth #WealthManagement #Stewardship #InThreeGenerations #Governance #FamilyBusiness #Legacy #Wealth #Leadership

Meet the faces behind In Three Generations! We are proud to introduce two of our dedicated leaders who are shaping the future of family wealth stewardship: Kristen Heaney - Founder of In Three Generations and Lead for the RisingGen Peer Group. As an inheritor herself, Kristen understands the complexities of wealth and success and works closely with families to help them thrive across generations. Celine Fitzgerald - A G3 family member and coach, Celine has been instrumental in her family’s philanthropic and family office efforts. Now, she is committed to empowering the rising generation to take control of their legacy with confidence. Both Kristen and Celine bring unmatched expertise and personal experience to guiding families through the intricate process of building and preserving their legacies. Together, they are passionate about creating lasting impact and fostering resilience in family wealth stewardship. #FamilyLegacy #WealthStewardship #InThreeGenerations #Leadership #RisingGen #FamilyWealth #Coaching #GenerationalWealth #Philanthropy #FamilyBusiness

We’re proud to spotlight RisingGen Collective, a longstanding resource and support network for individuals from financially successful families. This group has been a cornerstone for many, offering valuable connections and insights through informal gatherings. The RisingGen Collective has been facilitating quarterly virtual gatherings for years, focusing on topics that resonate with our unique experiences. The ongoing value of these discussions has been proven time and again, making this community an essential part of our journey. Due to the sensitive nature and to maintain a supportive environment, access requires a virtual interview. If you’re interested in joining this established network, reach out to [email protected] for more information. Let’s continue to grow and share our experiences together. #RisingGenCollective #FamilyWealth #Leadership #InThreeGenerations #PeerSupport #WealthManagement #Community #FutureGenerations #Legacy #Wealth

Check out this podcast our founder and lead coach, Kristen Heaney, just did with?this blue dot podcast. She shares her career journey, her book, and encourages listeners to look for the beauty even in the most challenging times in life. A must-listen! ?? #GenerationalWealth #Leadership #InThreeGenerations #Podcast https://lnkd.in/gkeGB3_r