Wealth Is like Rocket Fuel… Where Will It Take You?
At any age, financial capital can help fuel well-being and self-esteem or magnify ill-being and the potential for feeling lost.
Families that go from “good to great” are aware of the opportunities and risks of wealth.
They seek to get in front of the challenges while fostering thriving individuals and a connected family.
#1 Goal Of Successful Families
The number one goal of successful wealthy families is to promote flourishing and combat languishing by using financial capital to help all family members thrive, reaching their full potential.
Creating a bountiful life—being the best you can be, living a life of passion and productivity, empowerment, equanimity, and empathy—is real wealth.
Use the 10x10 to Build A Thriving, Connected, and Successful Family
The 10 x 10 is a comprehensive model and tool for family members of all ages to build competencies that will foster thriving individuals and a connected family
The Problem
Families want to thrive and be connected but don’t know what to focus on and what goals to set for each family member at each stage of life.
The Solution
Use the 10x10 to gain clarity and set goals for each life stage. Based on 25 years of research and client experience.
Goals of the 10x10
The 10x10 has two goals. 1 — elevated awareness 2 — create a personalized action plan
Why Families Benefit From The 10x10
The 10x10 offers a tool that helps family members:
Build Learning Priorities
✅ Provides understanding and choices in each and every life stage, across the 10 internal (who you are) and external (what you do) competencies
✅ Uncovers areas that people were not previously aware of, and be better informed, illuminating opportunities for learning and personal development
Develop Competencies
✅ Abilities essential to thriving and to meet the challenges of an increasingly complex world
✅ Helps families protect against negative impacts of financial capital that can lead to unmotivated and over-entitled children
Determine Outcomes
✅ Build doable action plans that are attuned to each family member’s schedule and learning style
✅ Builds educational plans that support the rising generation’s desire for individuality, independence, and self-reliance
Why Advisors Benefit From the 10 x 10
The 10x10 offers a tool that helps advisors:
Build Learning Priorities
✅ A proactive, pre-built educational and planning tool to help clients focus on their top priorities
✅ Sensitive to each family member’s differing financial skills and understandings
✅ Designed for multi-generation families and family offices
Develop Competencies
✅ A highly customized method to help clients determine what they want and need to learn, taking the guesswork out of the process
✅ A positive approach to learn the skills necessary to navigate the challenges and opportunities of family wealth
Determine Outcomes
✅ A streamlined method to build action plans aligned with each family member’s self-selected activities
✅ Time efficient, focusing on client selected choices that lead to outcomes
✅ A means to gain generational data, spot patterns, and solve problems
How To Use The 10x10?
1. Select Your Life Stage
2. Choose Three Activities
3. Create An Action Plan Based On Your Top Three Chosen Activities
Work with our team or you financial advisor to create a personalized action plan.
Why is This A Game Changer?
The 10 x 10 is a learning model and a tool that help shift the process from complex to simple
Don’t Leave It To Luck
Answering The Big Questions About Family Wealth
Building a strong and connected family, enhanced and not undermined by financial abundance, can’t be left to luck or happenstance. It requires intentionality, action, and guidance from a plan designed to develop healthy individuals, align family members along values and goals, and stimulated capabilities and connections that result in longstanding family bonds. Ultimately, all this leads to stronger communities and a stronger world.
Who is The 10x10 For?
The 10x10 was built for the entire family ecosystem: families, family advisors, financial firms, family offices, and more…
The 10x10 was designed to have agility to work across the entire system of family wealth, including family members, trusted financial and philanthropic advisors, and psychological professionals.
1 — Families and Family Councils
The 10x10 is a practical and easy to use method for creating personalized learning plans for all generations, from ages 5 to 100 to build competencies that will foster thriving individuals and a connected family. This learning roadmap can advance learning and build resilience that is attuned to the individual needs and life-stage of each family member: moving from overwhelm and ambiguity to a detailed action plan.
2 — Advisors
Astute Advisors continually look for ways to differentiate and enhance value, they need a model and toolkit to attend to what matters most for every family member, at every stage of life. The 10x10 offers an easy-to-use learning tool that will promote client interest and advance excitement, increase discovery of client needs and wants, and foster multi-generational engagement. Advisors can use this tool to guide each family member to:
✅ gain clarity on their financial and lifestyle objectives, surfacing important values and determining opportunities for learning
✅ determine what they actually want and need to learn, taking the guesswork out of the process, for both the Advisor and the client
✅ have conversations with their Advisors about what really matters, and is directly relevant to the family member’s life stage.
The 10x10 can also be used by professional learning group programs as well as continuing education programs for financial advisors, estate attorneys, philanthropic advisors, and other related professional groups
3 — Financial and Philanthropic Firms
The 10x10 Learning Roadmap can be utilized as a model and method for creating a 21st century comprehensive approach to planning and wealth management. In addition, the company can use the 10x10 output as a way to know their client’s self-identified educational priorities, at every stage of life, that directly relate to their needs, sense of satisfaction and growth as a family of wealth.
4 — Chief Learning Officers & Family Offices
One of the top concerns of a family office is supporting the building of capacity for each family member to have the skills necessary to effectively integrate wealth. With the bespoke style the family office allows, this roadmap can be used to create a both/and approach for customized individual learning plans, as well as activities to tackle as cohorts (based on life stage) and as entire family systems (typically in family meetings)
5 — Psychotherapists
One of the top concerns of a family office is supporting the building of capacity for each family member to have the skills necessary to effectively integrate wealth. With the bespoke style the family office allows, this roadmap can be used to create a both/and approach for customized individual learning plans, as well as activities to tackle as cohorts (based on life stage) and as entire family systems (typically in family meetings).
Free Download: Build A Thriving and Connected Family of Wealth
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