Connecting Generations through Lasting Legacies


Connect-Gens offers speaking services to family offices, professional associations and not-for-profit organizations.

Our thought-provoking speaking captures the latest ideas on how to integrate quantitative and qualitative planning.  “Purposeful Planning” our proprietary process creates new connections between the generations by focusing on finding shared values, effective intergenerational communication techniques and creating legacies that last.

Life Enriching Opportunities


Our consulting services are primarily used by family offices, individuals, couples and families who choose to implement the Purposeful Planning system.

Areas of specialty include the creation of intergenerational purpose and vision statements, shared family financial philosophies, creating family governance structure and identifying desired family culture.  We also offer assessments designed to show families their areas of strength and potential vulnerabilities in the twelve areas required for successful business or wealth transfer.  We have assessments designed to improve intergenerational communication and teach families new ways to successfully deal with conflict resolution.

Connect-Gens offers no financial or insurance products of any type.