Happy Hours & Roundtables are small, invitation-only, gatherings for young adults (ages 20-30) from families of wealth to have honest conversations and make meaningful connections. One to two times a month, these virtual events provide a safe place where Rising Gens can connect with peers and explore the challenges and questions they face living with significant resources.

in which Rising Gens can connect, share experiences, questions, and encouragement. A theme is chosen to direct conversation (see sample topics below). The hour-long events are entirely hosted and attended by young inheritors and their invited guests.

All attendees are screened and by invitation-only.

Upcoming Topics:

• Stewardship Roles Across Family Generations
• Abundance & The Value of Money in Living Standards
• Identity, Truth, and Motivation for Next-Gen
• Work without the Need to Work

To inquire about attending and dates, please contact us at [email protected]

for individuals in their 20s, of high-net-worth families, to hear from family wealth advisors, scholars, relationship experts, and others on issues of life, wealth, success, and more. Roundtables are perfect if you are looking for a more structured and content-focused event.

All attendees are screened and by invitation-only.

Upcoming Topics & Speakers: 

• Successful Succession: The Next Generation, Tom Rogerson, GenLegCo. 
• An Integrated Life, Taylor Adams, Noname Ventures
• Purposeful Ownership, Dr. Mary Johnstone Louis, Saïd Business School, Oxford University
• Generosity Beyond Money, Simon Pillar, Pacific Equity Partners
• Leveraging the Power of Influence, Baroness Phillipa Stroud, Legatum Institute

What You’ve Missed:

• Expressing Who We Are Through How We Invest, David Gardner, The Motley Fool
• Success That Truly Satisfies, Isaac Slade, The Fray
• Leading and Flourishing Through Difficult Times, Dr. Ed. Brooks, Oxford Character Project 
• Building Emotional Resilience, Chris Hudson, Understanding Teenagers

To inquire about attending and dates, please contact us at [email protected]