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So, just what is “Intergenerational Wealth™”?

Just as water exists in three phases (solid, liquid, vapor), Intergenerational Wealth™ has three forms. It is:

• a lifestyle, based on creation rather than consumption;
• a level of existence sustained through management of the family wealth; and,
• a discipline combining:
  • sound ethical practices;
  • purpose-driven financial knowledge, training and practices;
  • legal, accounting. and economic frameworks;
  • the perpetuation of the family’s values, traditions, and wisdom; and
  • life-defining, perspective-shaping experiences

all of which culminate in the creation, preservation, and transfer of a family’s wealth of capital, knowledge, traditions, and values.

Intergenerational Wealth™ improves quality of life by freeing people to find and fulfill their life’s purpose by improving:

• the value created by their capital;
• the utility (enjoyment/value) derived from expended time and effort;
• the quality of their inter-personal relationships; and
• the degree of life satisfaction they experience (peace of mind/confidence/happiness).

This in turn will enable League’s Member-Partners to:

• achieve financial independence;
• fulfill their higher purpose in life; and
• create, preserve, share, and ultimately transfer their family’s wealth of knowledge, traditions, values, and capital to future generations

The effects of all of these elements combine to enable individuals to find and fulfill their life’s purpose, maximize the quality of life for themselves, and by extension, to help their fellow man do so as well.

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