Educational Sessions
Interactive workshops covering financial fundamentals, investing, financial wellness, long-term planning, values-based decision-making, and family wealth conversations.
Advisor Coaching
Direct communication that builds confidence, teaches practical skills, answers questions, and supports young adults as their financial lives become more complex.
Family Integration and Communication
Advisors help families articulate values, expectations, financial roles, and long-term continuity plans, so the next generation understands the “why” behind the wealth.
Alignment with Family Office Strategy
Rising Gen integrates seamlessly with Wealthspire's planning, investment, tax, estate, governance, and family office services, so the next generation's education builds a connection to the family's larger strategy.
Meet the Rising Gen Team
Our Rising Gen coordinators bring their own stories to the work – many found their way into finance through curiosity, family influence, or a passion for the subject matter.
“We created Rising Gen because we heard from our clients that this was something really important to them, to educate their children on their finances, especially if one day they're going to be inheriting their wealth and investments.”
- Madison O'Reilly
