Rising Gen
Rising Gen is rooted in the belief that what matters to you, matters to us.
We are dedicated to empowering the next generation to steward their family’s wealth, values, and legacy, while creating their own path through trusted resources and meaningful connections.
How Rising Gen Supports Families
Educational Sessions
Interactive workshops covering financial fundamentals, investing, financial wellness, long-term planning, and values-based decision-making
Advisor Coaching
Direct communication to build confidence, teach practical skills, answer questions, and support young adults as their financial lives become more complex
Family Integration & Communication
Advisors help families articulate values, expectations, financial roles, and long-term continuity plans, ensuring rising generations understand the “why” behind the wealth
Alignment with Broader Family Office Strategy
Rising Gen integrates seamlessly with Wealthspire’s planning, investment, tax, estate, governance, and family office services
Full Portal Access
Our exclusive Rising Gen platform for Wealthspire client families offers engaging tools, videos, quizzes, and guided recommendations to support financial learning and wellness. Sign up with an access code from your advisor.
Financial Foundations
Financial Foundations is our annual summer webinar series focused on educating teens, young adults, and families on the fundamentals of personal finance. As part of our Rising Gen resources, this year's sessions cover practical topics such as financial wellness, investing essentials, saving with purpose, and building credit. We invite you to join us and build a strong foundation for lifelong financial decision making.
The Rising Gen Committee
Reach out to the committee with any questions at risinggen@wealthspire.com.
