our offerings
The succession accelerator
A Customized Multi-Generational Journey to Optimize Succession & Accelerate Wealth Transfer
The Great Wealth Transfer is underway, yet many families face delays in succession planning as founding generation entrepreneurs hold tightly to the businesses they’ve built. For many, retirement feels foreign—anathema to the entrepreneurial spirit. However, time waits for no one, and succession all too often becomes a crisis rather than a carefully crafted transition. The Succession Accelerator exists to shift this dynamic, offering a structured approach to ensure success across generations.
We address two critical needs: supporting founding entrepreneurs in planning their graceful exit to preserve both business and legacy, and empowering next-gen leaders to modernize and transform family enterprises. When succession is handled right, it’s not about stepping aside—it’s about stepping forward, together. The Succession Accelerator helps families turn a challenging transition into a powerful new chapter of growth and collaboration.
The Spinnaker Accelerator
A 4-Month Voyage to unlock your potential and scale impact
The Spinnaker Accelerator is our flagship program designed for HNW rising leaders - entrepreneurial Next-Gens eager to launch and/or scale impactful ventures. We go beyond traditional accelerators by combining high-impact venture incubation with deep leadership & personal development. Through a structured, immersive framework delivered remotely and in-person, participants refine their vision, build market-ready MVPs, optimize their health, cultivate grit and self-mastery, and learn the art of teaming.
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Bi-Weekly 1-1 Coaching & Consulting Sessions with Master Coaches and battle-hardened Business Consultants (total of 8 hours of executive coaching and consulting)
8 x Monthly Masterminds (with Industry Experts)
6-12 Peers per Cohort (means you will receive personalized attention while building lifelong bonds with a highly curated group of young leaders)
Peer-Peer Coaching (means you will “co-elevate” alongside your peers, building trust and coherence within a container that can hold space for the vast range of ups and downs entrepreneurs and young leaders experience)
Unlimited Guided Introspection Sessions with Thyself.AI
Health and Wellness Diagnostics, Baselining and ongoing Support
AI Trained on You, Your Venture, & Your Life/Legacy Roadmap
In-Person Intensive Gathering at Exclusive Venue
Game Changing Introductions
Compass
A 3-Hour Transformational Workshop
Not ready to commit to the full Spinnaker Accelerator? Compass is our accelerated-accelerator: an intensive designed for those seeking transformative results on a shorter timeline. In this condensed, high-impact version of the Spinnaker Process, you’ll join a group of like-minded allies to explore key elements of legacy, leadership, and personal growth.
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Clarity of Vision and Purpose: Participants will gain a clear understanding of their personal and entrepreneurial goals, aligning them with family values and long-term aspirations to create a meaningful roadmap for their ventures and lives. They’ll leave with a veritable dossier on their path forwards.
Leadership Development: The program fosters resilience, decision-making skills, and executive presence, empowering participants to lead effectively in family dynamics, entrepreneurial teams, and larger ecosystems.
Actionable Business Strategy: Entrepreneurs will leave with a refined business strategy, including market insights, actionable plans for scaling, and a deeper understanding of how to position their ventures for long-term success.
Supportive Network of Peers and Mentors: Participants will build relationships with a high-trust network of like-minded peers and seasoned mentors, providing ongoing collaboration, feedback, and guidance beyond the program