The Family Office Rising Gen Leadership Institute exists to empower the next generation of family office leaders, their advisors, and family elders as they navigate the greatest wealth transfer in history.

Through private invitation-only collaborative conversations and a growing library of leadership insights, we created a trusted virtual forum where Rising Gen leaders of wealthy families and family office executives and their key advisors can learn from peers, share real-world experiences, and define new models of stewardship that honor legacy while embracing innovation.

We are committed to fostering community-based learning that bridges generational perspectives, elevates advisory excellence, and builds the leadership capacity needed to sustain family offices and family wealth for generations to come.

In partnership with Tamarind Learning, we provide:

• A private, secure environment for candid dialogue
• Curated, evergreen content that compounds in value over time
• A durable resource that supports thoughtful decision-making, cultural development, and long-term family office success

Why Now?

The greatest Wealth Transfer Event in our history is occurring presently. With nearly $124 trillion predicted to pass to the next generation over the next 25 years, the urgency to provide a dedicated leadership forum for rising gen family members, their advisors, and elders.

As wealth transfer accelerates, Rising Gen leaders are actively defining how they will lead—how they’ll run offices, set standards, make decisions, and build cultures. Community-based learning coupled with real-world education has lacked to support for the wealth transfer event. Advisors likewise need to understand shifting expectations and evolving models of stewardship so they can serve families effectively. This Institute creates a trusted environment where participants can learn from each other in real time and build a durable library of leadership insights.

Phil Strassler, Founder
Philip.strassler@strasslerllc.com  (561) 729-5555

Kirby Rosplock, Founder
Kirby@TamarindLearning.com (561) 427-1330