The ASCEND Program
A year long coaching program for wealth inheritors and future family leaders to gain
Clear Life Direction, Financial Responsibility, and Effective Leadership Skills
Future family leader:
It’s your responsibility to learn how to navigate your unique situation with integrity and stewardship, without losing your autonomy.
And a prestigious education doesn’t teach you how to do this.
"This program was the missing piece I didn't know I needed in my tool box. It was all the things I never gave myself time, space or permission to dig into and left me with meaningful relationships that I'll have the rest of my life. It pushed me to be a stronger, more independent and healthier version of myself that I didn't know I could be at this point in my life. 11239850975/10 would recommend."
Aaron, 29
You're feeling the pressure:
Of handling family dynamics when the conversation turns to business. And it always turns to business.
Of following the path set before you since birth, and realizing it’s not what you actually want.
Of pinpointing the life you want, in alignment with your values and goals, not of your parents’ and grandparents’ goals.
Ready to be up to something bigger than yourself?
Why Ascend?
Because wealth that is stewarded from a place of wholeness and personal power goes beyond material things and social status.
Developing the rising generation of the Great Wealth Transfer allows for a positive contribution to the planet and to humanity, all while creating personal fulfillment and strengthening the connections that matter most.
Wealth Inheritors Experience
A unique type of pressure and a unique type of privilege
You can’t just text your friends to vent about the current family business dynamics….because you’re afraid of anyone thinking of you as entitled and unaware of your privilege.
You can’t confront your family members, either….because they’re the reason you’re in this position.
Increased responsibility
Causing confusion on how to contribute and make aligned choices/ too much possibility paralysis
To learn how to navigate your unique situation with integrity and stewardship, without losing your autonomy
Figuring out what to do with your life when you’re told to “find your passion”, or “just be happy” and you don’t know how
Overwhelm + Loneliness
Of handling family dynamics when the conversation turns to business. And it always turns to business
Of following the path set before you since birth, and realizing it’s not what you actually want
Of pinpointing the life you want, in alignment with your values and goals, not only of your parents’ and grandparents’ goals
"I specifically accomplished the unshackling of my former “my family has given me so much, I must do whatever I can to repay them” mentality. Instead, I feel now have a right-sized amount of gratitude and curiosity for what we can build together. I also feel a great relief of guilt and shame surrounding my family’s wealth/assets, and feel confident in my own values/goals/chosen legacies I wish to extend. I’m excited for what the future holds as a fifth generation family member/board member/trustee, who can show up in the board meeting just as I am - writer, filmmaker, tattoos and all. No MBA necessary to be taken seriously."
Emily, 33
We Help By
Our ASCEND program runs adjacent to trusted family advisors, to bridge the gap between limits of technical advisors roles, outdated industry standards, and the way the rising generation operates.
We produce outcomes...
For Next Gens
Inheritors become leaders and ascend into impactful roles within and beyond their family systems; navigating transitions on their own terms, and claiming their identity outside their family name.
For Parents + Families
The Next Gen is able to autonomously integrate with your family, responsibilities and expectations, creating clarity on roles, and increasing family cohesion and impact.
For Advisors
Family offices provide greater value and connection with family members. Better engaged family members contribute to the long term success of the enterprise. Advisors are seen as a champion of the family and the legacy.
For the World
Wealth is stewarded from a place of wholeness, so Inheritors are able to interact in meaningful ways in their communities. Inheritors have the ability to influence and contribute living into their values, creating the changes needed in the world.
"We have found great connection given Wellth Works' experience and work with women of significant wealth. Their work to empower and advance women is unique and incredibly important"
Alexander, 30 (Financial Advisor)
How it Works - Wellth Formula
Clear Life Direction
Legacy Capital
Financial Responsibility
Intellectual Capital
Effective Leadership Skills
Social Capital
Inheritors Ascend
Human Capital
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.
Advisors:
we made you something.
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. In other words, this $84T isn’t guaranteed to stay under the advisement of the family offices it has been.
We're here to help.
Four common times clients use our help
Who am I?
Your name carries weight before you so maybe you feel awkward going on dates. You’re ready to make a change but you feel paralyzed by the endless options your privilege affords.. You’re asking questions like: How do I develop a sense of self when my family’s values, beliefs and success loom so large?
I want to lead.
You want to play a role in the family affairs, but you keep being told to wait your turn. You are asking questions like: How can I get my family to see me as a viable representative in the operating company, not just the foundation? How can I position myself as a voice of respect and authority on the family board?
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The Big Reveal.
All the sudden, your family tells you, “we have all this money and we’re making plans and you need to be involved,” or your parents want you to sign a prenup, or a grandparent passes away and now you have a trust you were unaware of.
It’s causing you stress and anxiety. But you don’t have financial acumen, an MBA, or any idea what to do. Also, you don’t want to. Your life was fine without all this added responsibility!
Key life transitions.
You’re coming of age, you’re presented with a new career opportunity, or you’re appointed to a leadership role in your family enterprise. Maybe you even married into a wealthy family, and now you’re wondering: What’s my role in this family that I’m not entirely a part of?
Finances +
Rewrite the money stories you are telling yourself so you have the confidence to steward your family’s wealth for future generations.
Get clear on how to create financial independence, along how to make an impact with your privilege.
Wellbeing +
Develop the confidence and clear sense of independence to navigate and redefine the future for yourself in a way that feels aligned.
Get a clearer understanding of how to navigate dating and relationships, pre-nups and fiscally diverse couples so that you can enter new relationships with ease.
Significance +
Master how to articulate your goals and needs so your family and the Family Office team or advisors will listen.
Set firm boundaries with intention and purpose without coming across as pushy, unyielding, or uncompromising.
Contribution
Move past the self sabotaging behaviors that keep you stuck, not wanting to ask for help, and not sure how to go forward in any direction.
Develop an authentic and aligned support system so you can powerfully create the level of impact you want to have in the world.
The Content
You
Legacy Capital | Clear Life Direction
Vision; Identity + Values; Communication; Purpose; Confidence; Define Your Personal Brand; Getting Unstuck; Imposter Syndrome
You + Family
Intellectual Capital | Financial Responsibiltiy
Family 101 (What’s my Role in the Family?, Privacy /Secrecy /Confidentiality, The Land of Wealth: Natives + Immigrants, Responsibilities and Stewardship, Debunking Myths, Financial Literacy Assessment), The Five Ways to Lead in the Family
You as a Leader
Social Capital | Leadership Skills
Speaking Up, Communicate with Executive Presence, Managing Convos Not People, Navigating Feedback, Listening Better, Influencing Others, Decision Making with Integrity, Facilitating Conversations
You + the World
Human Capital
Legacy, Money + Meaning, Impact and Privilege, Continuity Plan
The Community
Personal connections 2x/year
Michelle and Ella hand-select and facilitate introductions for you every other quarter, resourcing you with people who understand your experience, and can support your goals.
Monthly community hour + WhatsApp group
Create meaningful connections with those who share the unique perspective of finding a sense of self amidst complex family dynamics. We share freely without shame, listen generously without guilt, and both learn and laugh together — all for the sake of helping you define who you are, and go after what you want.
"Wellth Works expertise? Curating and connecting people. That's still #1 and you guys literally do it like no one else. Hence the term curating rather than "networking." What y'all do is an art and changes lives — full stop. I just can't say enough about how impactful the space you guys create is."
Dan, 34
Not sure if you're ready to commit yet?
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.
What makes our approach different?
Not programming
Educational support is future-focused and rigid.
Wellth Works coaching is tailored, flexible, and committed to a long-term partnership.
Designed for your life
Seamless support for your life.
No travel needed.
Always with your coaches.
Not therapy
Therapeutic support may dwell on the past.
Wellth Works coaching is dynamic and forward-looking, leaving with you with fresh insights.
At Wellth Works, we’ve been there.
We know what it is like to have to fight for a voice, for a seat at the table, in your own family.
We know what it is to balance these relationships while also negotiating a family’s legacy. We’ve been overwhelmed at the privilege we have relative to many, and we’ve felt isolated by it.
We also know what it is like to be heard.
When you DO show up as your true self, fully in your power, and are able to articulate both what you need as an individual AND what you see is best for the family. We know what it is like to help nurture the relationships of a family while nurturing the family’s wealth.
7TH GENERATION WEALTH INHERITOR AND PROFESSIONAL COACH
2ND GENERATION FAMILY MEMBER AND PROFESSIONAL COACH
We are both inheritors and trained executive coaches - we serve you because we are you. We wear two hats: multi-generational family business members and success female executives outside of our 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.
Over the past 4 years, we have helped hundreds of rising gen family members from all over the world discover what truly drives them as leaders, navigate the complexities of inheritance, and determine the impact and contribution they want to leave as a legacy ... so you are absolutely in the right place!
Cart closes on January 14th, 11:59 PM EST
"Wellth Works has succeeded in crafting a full-hearted, empowering, and yet brass-tacks approach to women balancing the fiduciary, emotional, interpersonal, and spiritual elements of being involved in an intergenerational family business/office/foundation. It has differed drastically from other workshops about family business I’ve taken, in that it emphasizes the reality and importance of CHOICE at every turn of family and business involvement. It helps to bolster the confidence and embolden women to stand by their choices, values, and advocate for themselves on all fronts."
Olivia, 40
Let's talk!
Especially if you're not sure if this is right for you, the right time, or any of the other excuses your resistance is putting in the way of your greatness.
The Investment
Pay In Full
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PAY IN FULL BONUS: (1) 60-minute SOS session to be used anytime during the program
Payment Plan
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6 monthly payments of $1100
Cart closes on January 14th, 11:59 PM EST
WHO WE ARE
Our ASCEND program is a year long 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