JFG’s proprietary Wealth Roadmap process begins with identifying each family’s north star and set of guiding principles. Next, the family discovers their shared values and character strengths, resulting in the creation of mission and vision statements. We then help families build a decision-making framework for how future generations are able to access family resources. The result is clarity, empowerment, and more robust communication within the family.
JFG has built proprietary financial literacy curriculum for rising generation family members. These resources are available in workbooks, online, featured videos, and interactive gaming experiences.
We also create cohorts for rising generation from different families to connect, experience share, and learn from one another. This results in meaningful conversations they are not having any place else in their lives.
We help families build thoughtful and proactive leadership development programs for rising generation family members. This apprenticeship model helps to equip the future leaders within the family with the tools, resources and training to be successful when the time comes for them to assume a seat at the table.
This event is a unique opportunity for families to spend dedicated time with those they love, focusing on what they care about most - creating a healthy, thriving, fulfilled family legacy. Guests will attend curated workshops with subject matter experts, breakout sessions led by their peers, and affinity groups of other JFG families who share similar interests.
Families cherish the opportunity to spend time with others who are wrestling with the same challenges and opportunities that come with success.
Families can benefit from having an independent professional facilitator help navigate some of the more difficult conversations. Our Human Capital team offers personalized family meeting facilitation, couples alignment sessions, positive prenuptial exercises, and rising generation coaching. These experiences are custom built for each family through a discovery process that aligns with their wealth roadmap.
Wealth Roadmap Creation
JFG’s proprietary Wealth Roadmap process begins with identifying each family’s north star and set of guiding principles. Next, the family discovers their shared values and character strengths, resulting in the creation of mission and vision statements. We then help families build a decision-making framework for how future generations are able to access family resources. The result is clarity, empowerment, and more robust communication within the family.
Rising Generation Education
JFG has built proprietary financial literacy curriculum for rising generation family members. These resources are available in workbooks, online, featured videos, and interactive gaming experiences.
We also create cohorts for rising generation from different families to connect, experience share, and learn from one another. This results in meaningful conversations they are not having any place else in their lives.
Leadership Development
We help families build thoughtful and proactive leadership development programs for rising generation family members. This apprenticeship model helps to equip the future leaders within the family with the tools, resources and training to be successful when the time comes for them to assume a seat at the table.
Annual Human Capital Summit
This event is a unique opportunity for families to spend dedicated time with those they love, focusing on what they care about most - creating a healthy, thriving, fulfilled family legacy. Guests will attend curated workshops with subject matter experts, breakout sessions led by their peers, and affinity groups of other JFG families who share similar interests.
Families cherish the opportunity to spend time with others who are wrestling with the same challenges and opportunities that come with success.
Bespoke Family Coaching & Meeting Facilitation
Families can benefit from having an independent professional facilitator help navigate some of the more difficult conversations. Our Human Capital team offers personalized family meeting facilitation, couples alignment sessions, positive prenuptial exercises, and rising generation coaching. These experiences are custom built for each family through a discovery process that aligns with their wealth roadmap.