Become a Better CEO of Your Wealth

Become a Better CEO of Your Family Wealth is an executive education program of exploration and content tailored to be an intellectual feedstock to help high-net-worth families and individuals foster and drive better personal and family wealth outcomes.

Together, we will share skills to help you better manage your wealth like a business, because it is. It's the most important business you'll ever own.

Participants will quickly build a shared set of skills and work to develop a Durable Wealth Portrait and Biography^TM containing shared and individual frames of reference and practical frameworks they can immediately apply to help them improve the development and management of their wealth and their long-term wealth picture.

This program is designed specifically to help participants address and close these skills and knowledge gaps and help alleviate various stresses that manifest in everyone's financial life – overcoming inertia, resolving differences, setting goals and objectives, centralizing and accessing data, planning finances, reducing and managing risks, reducing taxes, investing, planning trusts and estates, engaging in philanthropy, working through transitions of roles and responsibilities, and aligning teams.

This program will help participants complete many foundational studies about their circumstances and needs, uncover and address hidden risks, develop and align their focus, clarify and craft their plans, and align their advisors to make progress toward the outcomes they care about most.

One of the most significant risks in managing family wealth is the lack of preparation for a spouse, partner and other family members to step into the role and assume the responsibilities of managing the many facets of wealth and financial life – in other words, becoming the next acting CEO of individual and/or family wealth.

It's much more common than not, that one individual in a family carries the mantle of CEO of the family's wealth. This can manifest from a natural division of labor among couples or partners as they journey through life to meet life's demands to successfully "get it all done."

The natural result is that essential skillsets and lifelong experience accrue predominantly or only to the acting CEO, leaving the spouse, partner and other successors waiting in the wings underprepared, or worse, unprepared for the inevitable days when the next acting CEOs of individual and family wealth must assume their mantles.

The two transitions of acting CEOs that all wealthholders typically face will likely occur in close proximity in time in the final quarter of life – first to a spouse or partner, and then to the next generation.

Start the work today to Become a Better CEO of Your Wealth.

The work participants complete in this program will help them more freely enjoy the benefits and avoid the classic "traps and pitfalls" of managing the many dimensions of their family and individual wealth.

This program will help you identify, develop and manage the key drivers, links and processes of a successful long-term plan for your individual and family wealth. It will add to the knowledge and confidence that can help you achieve your personal wealth planning and management goals. The course is designed for participants with limited or extensive knowledge and experience.

The program is tailored to help people who want to learn effective CEO skills to help them better manage the many dimensions of their wealth.

This program will help you create alignment of the various dimensions of your wealth and alignment with those who are in your service to help you protect, conserve, grow and enjoy it. You will learn how to establish, clarify and prioritize your key issues, develop and implement a wealth management plan and track key performance indicators that can help you stay focused, organized and on plan.

The distinctive program experience combines live, small-class format instruction, a personal reference library of 10 timeless guidebooks, professional hands-on tools and materials for you and your family, foundational risk exposure studies of your personal situation and two post-class meetings with the instructors to help you apply the course material to your personal situation.

The program is designed to encourage spouses and significant others to attend under one registration at no additional cost.

This is strictly an educational program modeled after the Become a Better CEO program series originally developed, written and taught by Vincent Rossi for the executive education programs at Thunderbird School of Global Management, Extended University at The University of Arizona, University of Phoenix and Northen Arizona University.

This education program is tailored for high net worth individuals, couples and families who are looking to meet the increasing demands of managing their wealth by developing and improving their wealth management knowledge, skills and supporting systems and frameworks.

The program is designed for both experienced investors and those who find they have a first-time need for wealth management services. The course material is designed to help wealthholders better protect, grow, conserve, spend and successfully transition wealth by developing a foundation of skills, organization and continuity for themselves and future generations.

The program material facilitates more deliberate, thoughtful consideration, preparation, advance planning, teaming, alignment and engagement than being merely intentional. Unrealized goals often result from good intentions that lack the commitment to deliberate engagement.

More than 1,000 past participants of the highly-rated Become a Better CEO program taught at executive education programs at Thunderbird School of Global Management, The University of Arizona Extended University, Northern Arizona University and the University of Phoenix have come from diverse backgrounds, industries, and experiences.