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​"Give your kids enough so they can do anything, but not so much that they'll do nothing."  Warren Buffett 

The

Legacy

Nexus

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“We have discovered that there are a SET OF HUMAN STRENGTHS that are most likely buffers against mental illness:  courage, optimism, interpersonal skills, work ethic, hope, honesty and perseverance.

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Much of the task of prevention will be to create a SCIENCE OF HUMAN STRENGTHS, whose mission with be to foster these virtues in young people.” 

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Dr Martin Seligman – Past President of The American Psychological Association, Father of Modern Positive Psychology

The Rising Generation: Challenges and Opportunities in Wealth Management

 

The future of wealth management will be significantly shaped by the Rising Generation. A prevalent concern is that many individuals within this group are not adequately prepared for the responsibilities of inheritance, succession, or personal growth. In numerous cases, the wealth being transferred, may not be in secure or stable hands, questions about long-term stewardship continue to drive our thinking and innovation..

 

Gen Z: Unique Challenges and Considerations

The challenges intensify when focusing on Gen Z. According to renowned social psychologist and author Jonathan Haidt, the effect of social media on Gen Z represents "the greatest destruction of human capital in human history," leading to what he describes as "The Anxious Generation." This characterization highlights the complexities Gen Z faces as they prepare to manage substantial inherited wealth.​

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Understanding the Rising Generation

The Rising Generation encompasses Millennials and Gen Z, spanning the ages of 18 to 40. While these generations are often grouped together, it is important to recognize their distinct perspectives on life and wealth. Their worldviews differ markedly, as do their approaches to managing and valuing wealth.

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The Impact of Inherited Wealth

One significant, often unspoken fear is the potential impact of wealth on those who were not involved in its creation. Many inheritors tend to be more risk-averse and may receive their inheritance lacking essential life experiences, a clear understanding of work, or a sense of meaning and purpose in their own lives. The responsibility of controlling and spending wealth that they did not directly produce introduces a range of psychological, social, and practical challenges.

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​"Wealth is like sea-water. The more we drink the thirstier we become, and the same is true of fame."
Arthur Schopenhauer​​

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​Do you know what makes you unique and amazing?  If you don’t you need to.  It is Your Northstar to your destination of a life of Purpose, Passion and amazing Performance! Our proprietary Positive Forensic Profiling™ software, My Life Scene, will help you discover the brilliance waiting to be revealed in you! You long to be seen and desire to be successful.  You just need to be shown the way.  You will be coached through 62 short modules, videos and a number of great Positive Forensic Discovery Profiles and Tests.

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Your pathway to success in college, a great career and building a happy life starts here.  My Life Scene will walk you step by step into the future your always knew was waiting to be discovered and lived! Now take that first step to hope!

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Moving forward can be so difficult when you don’t have the right information.  We know you don’t want to fail. My Life Scene will give you all the right information to make those decisions.  If your deepest hope is to be successful in your choice of colleges, majors, minors and other career and life options, you have found it!

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What we know is this.  You are a complex, multi-faceted, brilliant and beautiful human being.  You can discover your purpose.  Embrace life with passion.  Walk confidently into your future with great clarity.

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Camino de Santiago - "The Way"

​​We initiate discovery and trust-building through a trek along one of the world's great pilgrimage routes, Camino de Santiago (The Way) located in Spain, Portugal and France, or another carefully selected course.

  • ​Each journey is designed with participant safety and physical ability in mind.

  • ​This complex, real-world project reveals character quickly and comprehensively.

  • ​Through collaborative planning and execution, we identify existing capacities and establish clear waypoints for growth.

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Capacity Proven Through Execution

​The planning and execution process provides essential evidence of stewardship readiness. This intensive experience immediately tests and validates:​

  • Execution and Discipline in meeting critical timeline benchmarks

  • Strategic Planning and Risk Mitigation

  • Stewardship through logistics and contingency planning

  • Attention to Detail and logistical empathy

  • Self-Awareness and Communication

  • Compromise, Personal Sacrifice, and Curiosity

  • Physical Training Commitment and collaborative capacity

My Journey of  Transformation 

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Legacy Nexus - Life Advising (Coaching)

The Life Advising and  Coaching will focus on specific issues the client is dealing with.  Our approach is Strengths-Based and uses many Positive Psychology and Strengths Baes interventions and exercises.
A variety of tests and profiles will be included:

 These and other selected tests and profiles will be used to help understand and build a more engaged and goal focused life.
​A special program based on "The Ultimate Gift" and is integrated into our coaching work and is done in a very experiential way.  It is adapted to the unique talents, personality and character of each client.  The message of The 12 Gifts is, "what is the relationship between wealth and happiness."
​Coaching is done weekly either in person or online.  Specific homework assignments are given.  Zoom calls, texting and phone calls are used frequently.

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Specially Focused Areas

There are a number of specifically designed and focused developmental areas we will cover that are a part of UHNW Wealth Psychology.

  • Social Skills to include dealing with Social Anxiety, essential communication, public speaking and more.

  • Intergenerational Communicating.

  • Family Meetings - What is my responsibility?

  • Family Governance - Where can I make the biggest difference?

  • Philanthropy - The Life of Giving

  • Understanding Family Meetings and learning how to engage.

  • The mindset of inheriting for positive stewardship and service of others.

  • Navigating personal relationships when you and your family are known to be UHNW.​

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