The Great Wealth Transfer has a Human Capital problem.
“This [work] addresses the part of me that I hide from most people. I do not feel like most people in my life understand all parts of me. My friends understand the working/friend side of me but don't understand the complicated family situation. My family gets the complicated situation, but they don't get the other part of me. This program and the community hours are one of the only places I feel 100% connection and authenticity.”
Lidia, 38
Ready to start learning?
With a projected $84 trillion expected to change hands from parents and grandparents to younger generations over the next 20 years, it’s imperative that the rising generation of inheritors stewards wealth in meaningful ways.
And if this is going to happen, every member of a family system needs to be thriving.
This is the human capital element of wealth advisory that the financial services industry hasn’t had to consider in the past.
But we do now,
Because the people on the receiving end of this staggering amount of wealth aren’t yet equipped for the responsibility and opportunity that accompanies it.
Because beneficiaries of the Great Wealth Transfer won’t necessarily leave their wealth in the hands of their parents’ trusted advisors, because of their focus on values-led lifestyles.
The current industry solution serves technical, financial and legal advice.
No one is looking at the humans involved in this transfer and helping them step into leadership, impact, or even managing for the emotional and social implications that accompany wealth transfer.
"Wellth Works has acted as both an incubation chamber and launching pad for me. In no business, academic, coaching, or therapeutic context have I ever grown so swiftly."
Brian, 31
How It Works
Clear Life Direction
Financial Responsibility
Leadership Skills
Next Gens
Experience focus and inspiration in all parts of their life.
Understand the responsibility of wealth, stewardship, and boundaries and expectations.
Learn to connect in community, increase emotional intelligence and executive function, and handle conflict.
Parents + Families
Experience their children becoming capable, thriving humans.
Benefit from debunking money myths, increased money meaning, and family roles.
Experience a shift in their beneficiaries to becoming valuable and capable leaders.
Advisors
Experience clients having a deeper meaning for engaging with wealth.
Have productive / collaborative asset management conversations with the next gen.
See decisions happening with less friction, due to advocacy and contribution, from the rising generation.
Inheritors Ascend
The rising generation of family leaders flourish. With the right knowledge, direction, and accountability, their choices change their families and have the potential to change the world.
Join Our Free Community of Wealth Inheritors
This community is a place for next-gen wealth-inheritors to create meaningful connections with those who share the unique perspective of finding a sense of self amidst complex family dynamics.
"I didn’t even know anyone dealt with these complex family issues, it’s so nice to have people to connect with that get my “privileged problems” my ego had me thinking I was all alone with these issues."
Sarah, 25
Stay in Touch
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The Ascend Program
Our year-long coaching engagement for wealth inheritors.
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An educational and coaching engagement for wealth inheritors that delivers clear life direction, financial responsibility, and effective leadership skills. (The fifth year of college you didn't know existed, but desperately need now that you're in the real world.)
- Our ASCEND program runs adjacent to trusted family advisors, helping bridge the gap between past industry standards and the way the rising generation thinks about impact and investments.
We know what it is like to have to fight for a voice, for a seat at the table, in your own family.
Hi, we're Michelle + Ella
We started Wellth Works in 2017 after 2 years of global development, and bonding over our successful corporate careers and our different–but similar– family business backgrounds. We both wear two hats: multi-generational family business members (Michelle is G2 and Ella is G7) and successful female executives (outside their family industries). We work with those who are navigating the complexities of inheritance, wealth transfer, and being a leader in their family business and family office.
Before founding Wellth Works, Michelle advised world leaders on economic policy at the World Bank and Treasury Department. She dined in the homes of foreign heads of state, and represented the U.S at negotiation tables throughout the world.
Ella spent a decade in technology sales consulting Fortune 200 companies and private enterprises on disaster recovery and business continuity strategy via emerging technology platforms (think about the “cloud” before it was commonplace). In her tenure she closed over $1 Billion in sales.
Learn about client experiences
Curious what it’s like to change the way you live and lead with the Wellth Formula?
Advisors,
we made you something.
Do you work with clients who could benefit from coaching?
Our guide will help you do it seamlessly.
We're here to help.
The financial services industry is facing disruption.
Let Wellth Works help preserve assets under management, and support leaders in ascending into impactful roles within and beyond their family systems.
ASCEND AT A GLANCE
Our ASCEND program is a coaching program for wealth inheritors and future family leaders to gain clear life direction, financial responsibility, and effective leadership skills.
Contact Information
- 202-780-9107
- info@wellth-works.com
- Denver, CO | New York, NY | Los Angeles, CA