Looking through a next-gen lens: how to measure and magnify potential to preserve family legacy

A new era of wealth advising is here – one with a more positive, strengths-based approach, research-grounded, and interdisciplinary. Family business leaders, advisors, and practitioners call it Wealth 3.0. It shifts the focus from creating and preserving wealth to an emphasis on creating conditions to thrive with wealth.

As a leader in the Wealth 3.0 movement, Kristin believes that the next gen are uniquely positioned to create significant impact in the world, and uses a lens of strengths to help them to ignite their potential.

Grounded in positive psychology research for her latest book, The Myth of the Silver Spoon and her years coaching and advising the next generation within high-net-worth families, she talks to Rebecca Zabel about:
● Her inspiration and drive behind the creation of her book as well as her desired impact.
● Data points from her research interviewing next-gen members who have successfully built fulfilling and impactful lives
● Tools to measure, apply and recognize character strengths amongst the next generation of family members.
● How advisors to enterprising families can become resources to the next generation of these families.