If you or someone you know is experiencing any of these
issues, would like more information about our services,
or would like to schedule an appointment, please call 510.868.4770
or email
If you wish to share this information with a loved one
you can: Share the Wealth!
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At Wealth Generation Institute we
combine a rich body of knowledge of the impact of money on
families with our clients’ unique situations, and
we customize our approach accordingly. The work we
do is collaborative. You bring your perspective on
your life, feelings, and experiences, and we identify patterns
and contextualize behaviors in order to help you better understand
the themes within your family history. Intergenerational
issues related to money including values, attitudes, and
expectations are at the core of our work.
We offer:
- Wealth counseling for individuals, couples, and families
- Rich Life™ Workshops with topics including:
- Raising Grounded Children in a Materialistic World:
A Developmental Approach
- Living a Rich Life
- Developing an Ethical Mission Statement
- Build Your Emotional Portfolio
- How to Run a Family Meeting
- WGI Support Groups for:
- Inheritors
- Spouses Who’ve Married into Wealth
- Newfound Wealth
- Women and Money
- Rich Life™ Consultation and Coaching for
individuals and families
- Conflict Resolution
- Rich Life™ Retreats
- Genogram Development- a graphic representation of family
history that reveals critical information about rules,
values and behaviors
Additionally, Wealth Generation Institute consults
with financial professionals (such as investment managers,
financial planners, and estate attorneys) to help them better
understand the needs of their high net-worth clientele and
the psychological implications of wealth.
Services for Professional Advisors include:
- Rich Life™ Seminars
- Rich Life™ Workshops and Retreats
- Individual and Corporate Consulting
- Coaching and Conflict Resolution
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