“The Summer Institute is the first place where I felt good about being an inheritor of wealth. I was not alone. There are others who share the same experience and I can connect and learn from them.”


“It has helped my family finally talk about the elephant in the room – our inherited wealth. We have been coming year after year. With each gathering our conversations grow richer and deeper.”


“It is a place where my wife and I can share openly with others about our asymmetrical wealth and the impact it has on our relationship. A real community.”


“The Summer Institute creates a safe place to learn how to be a better, happier, more effective person.”


“Being a part of this community has transformed our family.”


“I am still learning new things at my twelfth SI. SI is a safe place to talk about whatever is not working in your life and the impact wealth has on those issues. There are no judgments or assumptions; there is great humility and wisdom. Everyone is a teacher and everyone is a student. We are a learning community focused on being empowered people using our wealth to live our life purpose.”




A past participant described the Summer Institute experience as “a kind of retreat where you can really learn about, and talk friendsabout, all the stuff that goes along with wealth that nobody ever really talks about. Stuff like trusts with strings, or parents who want you to be some figure in the family business, or spouses who feel odd after marrying into wealth. What sets this group apart from any other is the kind of context they have. The people are warm and honest and non-judgmental. It’s the best way I’ve found to step back and take stock of what I’m doing, and to find friends who really know what the challenges are. They’ve all been there.

People attend and return to the Summer Institute for many reasons including:

To experience a non-judgmental environment in which to share personal growth and let down one's guard among friends.
A desire to reset one's internal compass and become redirected and motivated.
  A chance to find community amongst people who have few positive role models or opportunities for real connection.
A transforming experience for anyone who wants their life and their family life to have personal meaning.

Consider joining us if:

You are from or have partnered with or married someone from the second, third, or later generation of a wealthy family and have enough income from inherited wealth that you could live without working, if you so desired;
You are facing, or will be faced, with issues of inheritance or inherited responsibility;
You experience inherited wealth as a significant factor in your family dynamics and/or personal psychology; and
You are in your 20s or older and are willing to change and grow.