Advisor

Helping the Rocket Ship get off the Ground

You want to help the family thrive, but more plagues them than is visible on the balance sheet.

You’ve done a lot of work to create the structures needed to help the family operate well. And as it grows, you’re seeing the need to engage the Next Gens. But how?

Financial literacy programs? They’re needed. Mission, vision, values workshop? That’s a good thing.

But many of them are struggling and not engaging to the degree you were hoping.

What’s missing?

After working with Next Gens over the past couple of years, we’ve diagnosed the system’s failure when it comes to trying to engage young leaders. It’s complex but ultimately has very little to do with the financial side of things.

It turns out that often Next Gens are missing a groundedness in their identity and inner purpose. This is what is keeping them and the rest of the family from taking off.

They’re not only dealing with questions of personal worth (do I matter apart from my wealth?), they’re having trouble navigating transaction relationships within the family office.

How can you help them?

We’ve written an article with our insights and approach from the past few years of working with and helping empower Next Gens. The life change that we’ve seen is remarkable. And you can hear about it first-hand from Next Gens by watching this video. One advisor said:

 

“Although equipped with a college degree, our client was being robbed of the drive or initiative to pursue anything other than video gaming due to the financial support which was being received from his Trust.

Through KORE Venture, our client discovered a greater vision and purpose for his life which sparked a passion to engage in the marketplace and with others which beforehand had remained untapped.

The KORE Venture alumni network and coaching continue to provide the fuel to our client’s life fire. Thanks to KORE Venture, our client is now on a path of fulfillment and personal achievement which was previously not even a distant dream. KORE Venture has proven to be an investment with invaluable return. We are grateful for the unique and important work which KORE Venture does.“

-Steve Marken, Trustee Services Group

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