A multi-dimensional experience for unlocking purpose and potential, advancing wisdom, strengthening relationships, enhancing leadership skills, realizing purpose, and living abundantly. It's a transformational journey with a cohort of peers gaining Masters-Level Learning on Life, Family, Career, & Business.
Rising Leaders Forum™ | Rising Gens in Family Business
Rising Generations Forum™ | Rising Gens Inheriting Wealth
Rising Entrepreneurs Forum™ | Rising Gen Entrepreneurs
Develop talents and potential, build human capital, accelerate career, enhance quality of life and realization of dreams and aspirations
Enhance capacity to set culture and direction; inspire, and align collaborative teams and resources to profitable outcomes.
Process for taking a group or entity from a current state to a desired outcome in a thoughtful, positive, efficient, and effective manner.
Peer Advisory Board
Shared experience where members find and give support to solve problems among like-minded people who face similar challenges.
Methods accepted as superior to alternatives for producing results that are superior to other means for achieving objectives.
Life & Business Coaching
Guiding you to discover your own answers, focus on what matters, and unlock purpose and potential to achieve targeted outcomes.
Reasons to Become a Member
Discover Your "Why" and Live Your Passion.
Unlock Your Full Potential and Unique Abilities.
Live with Intention, Meaning and Adventure.
Fulfill Your Destiny by Envisioning Possibilities & Overcoming Challenges.
Position Yourself to Steward Legacy, Wealth & Business Interests.
Grow Your Financial and Non-Financial Wealth.
Challenge Yourself to be the "Best Version of You."
Build Stronger Personal, Family, and Business Relationships & Networks.
Grow in Wisdom and Knowledge.
Leverage the Value and Power of a Peer Advisory Board & Mastermind.
RISING FORUM™ OVERVIEW
Leadership | Personal Development | Networking | Innovations | Experiential Learning
- Local, Regional, or National Forum Structures Available
- Video Conferencing, In-Person Gatherings, or Both
- Recordings of Presentations and Supplemental Information On-Demand
- Multi-Dimensional Program Individually and Collectively Customized by Members
- Six Types of Interactive and Engaging Learning Experiences.
- A journey with Peers Representing Different Businesses and Life Experiences
- 12 Member, Rising Leader Cohort on a Parallel Journey Through Life
- Da Vinci Forum Dean and Consultants along with other Member Stakeholders
- Leading Subject Matter Experts on a Spectrum of Life and Business Topics
- Transformational and Life-Changing Journey for Rising Leaders
- Masters-Level Experience on Life, Business, and Multi-Generational Success
- An All-in-One Program Significantly More Efficient and Effective as Piecemeal Components
- Successfully Transition Leadership, Legacy, Wealth, or Ownership to Future Generations
- Unlock Everyone's Full Potential to Live Their Best Life and Fulfill Their Purpose
- Grow Everyone's Life Currencies and Life Capitals to Maximize True Wealth
Innovation Workshops (9/year)
Learn 27 best practices and innovative solutions for life, family, and business from direct access to 27 best-of-breed, subject matter experts from across the country.
Practical Application of Best-Practices (9/year)
Apply what you learn to grow personally and professionally while strengthening and bringing tremendous value to you, your family, career, and family business.
Life and Business Coaching (12/year)
Receive encouragement, gain insights, make dreams a reality, hear unbiased feedback, be held accountable to succeed, and GROW on all levels.
6 RISING FORUM™ MASTERY COMPONENTS
Advisor Strategy Briefings (9/year)
Gain wisdom and knowledge from advisors in a myriad of professional fields on topics of importance for success in life, family, and business. (Same Day as Workshops)
Mastermind & Peer Advisory Board (12/year)
Network, share ideas, troubleshoot problems, innovate, and get valuable feedback from your peers and Forum Dean.
Stakeholder Meetings (2/year)
Bi-annual private meetings with each member's family, their Dean, advisors, and other stakeholders to enhance communications and leverage best practice ideas.
- Income Tax Planning
- Financial Planning Process
- Retirement Planning
- Life, Disability & Long-Term Care
- Estate Planning
- Shareholder Agreements
- Investment Strategies
- Charitable Foundations
- Executive Benefits
- Legal Document Review
- Employee Benefits
- Key Performance Indicators
- Employment Law
- Cyber Security
- Commercial P&C Insurance
- Risk Management
- Intellectual Property Rights
- Business Valuation
- Business Structures
- Cash Flow Management
- Capital Formation
- Financial Statements
- Forecasting & KPIs
- Board Governance
- Mergers & Acquisitions
THE RISING FORUM CURRICULUM *
* Subject to change
- Life Plan
- Communication Skills & Conflict Resolution
- Career Planning & Networking
- Emotional Intelligence
- Time Management & Work-Life Balance
- Family Governance
- Board Service
- Family Office
- Teamwork and Team Building
- Leadership Development
- Employee Engagement
- Strategic Planning
- Hiring & Compensation
- Marketing & Sales
- Customer Service & Psychographics
- Innovation & I.P. Rights
- Family & Business Culture
- Organizational Alignment & Change Mgmt.
- Business Modeling
- Your True North: Ethics
- Banking & Alternative Financing
- Politics & Politicians
- Business Governance
- Mergers & Acquisitions
27 Best Practices 27 Strategy Briefings
You Will Learn to Express Each Topic Based on Your Uniqueness
Schedule, agendas, guides, instructions, hand-outs, speaker bios, and homework.
Profiles, alerts, announcements, recognition, polls, rules, and surveys.
Books, articles, whitepapers, worksheets, checklists, questionnaires, links, and presentation recordings.
Email, chat, video conferencing, voice mail, and directories.
Notes, assignments, project management, research, interviews, goals, and objectives.
AREAS TO UNLOCK FULL POTENTIAL
Life Currencies™ & Life Capitals
to schedule a 30-minute complimentary conversation.
Why not Make a Decision Today to Invest in your LIFE, FAMILY, and FUTURE?
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An Independent Consulting Firm
Serving Families of Wealth and their Businesses