“The Summer Institute is a unique community for safely exploring who you are and who you want to be. In a way, inheritance and money becomes a non-issue because we have that experience in common. It is a place to figure out how to use your inheritance to enhance your life and accomplish your dreams.”


“Come! As an inheritor or as a partner of an inheritor, where else do you get to have these conversations? It's been an incredible relationship catalyst for us.”


“It’s a wonderful opportunity to have important life conversations and be able to include money in the discussion — here I am not so different, yet loved for my uniqueness.”


“Possibly the best investment you can make in time and money — a wonderful group of people.”





While the experience of wealth is an envied one, inheritors of wealth and their partners know that the enjoyment of it is more complex than is readily apparent. Summer Institute is a community of inheritors of wealth Summer Instituteand their partners who create an annual personal growth program to focus on the challenges and opportunities of inherited wealth. It is our vision to provide a safe and broad-minded community for people who have inherited wealth to share their individual experiences while growing and learning from others in an atmosphere of fun and friendship, respect and discovery.  

October 22 - 27, 2019
White Stallion Ranch, Tucson, Arizona


By popular demand! Join us for an extended Summer Institute in 2019, with more free time to enjoy social and recreational activities at this exciting venue!