Wealth and legacy can’t outlast broken family dynamics.

Dysfunctional family dynamics are the single biggest threat to a family’s legacy and heritage.

When Peter was in his thirties, he watched mistrust and conflict destroy tens of millions of dollars of his family’s wealth. That experience led him to a career in investments, where he works with families to help them plan for and build their financial futures.

Over decades of working with families, here’s what we’ve learned: 

No amount of estate planning—no matter how well-intended and conceived—can survive heirs with dysfunctional relationships.

We realized that when it comes to the successful transfer of wealth, mentoring and preparing families is as important as creating legal documents and financial plans.

And yet so many families don’t even know how to talk to each other—let alone work together and cooperate.

They are disconnected, both from themselves and each other. Disconnection leads to distrust. Distrust leads to fear—and the things we fear we ultimately try to destroy.

The solution is restoring connection, but where do you even start?

To rebuild connection, you need the right tools.

The patterns our brains used to connect with each other are primitive—wired into our neurobiology from early childhood.

Many cultures have understood these neurological patterns intuitively, and used routines and traditions that encouraged and reinforced meaningful connection. Unfortunately, these practices have been largely lost for most people in modern life.

Those neurological pathways are still there, however—waiting to be rediscovered and used. 

The blueprint is in nature, and once we understand this blueprint, we can begin implementing simple practices and the techniques to help ourselves and the people we work with build meaningful and healing connections.

What You’ll Learn

Here are some of the things we  cover in this 90 minute webinar:

• The ways disconnection is literally programmed into our culture and environment
• Nature’s secret blueprint for how to best connect with others
• One simple greeting practice that instantly increases trust
• An easy way to use gratitude to immediately create common ground within families
• The surprising power of an easy nature sitting practice
• How we can use storytelling to irresistibly build connection

And much more…

Who Is This For?

We are adapting and designing our program specifically for professionals who work with legacy families—financial planners, estate attorneys, trust officers, philanthropic consultants, coaches, and psychologists.

Your job is to help manage and preserve wealth, but money is only as secure as the relationships of the people who own it.

We will help you begin mentoring and guiding the families you work with toward greater connection and healthier relationships.

Deepen your understanding of the neurobiological reasons for both success and failure within your client families, and learn the tools to help consciously replicate the success in a strategic way. Doing so will enhance your practice and give you an undeniable competitive advantage.

Who We Are

We are Peter Johnson, Lonner Holden, and Jon Young—three friends who have over a century of combined experience in the areas of financial and estate planning, nature connection, and mentoring.

Together, we’ve created a program that teaches people simple and effective methods for improving the way they connect with others. Our mission is to help professionals who work with legacy families transform the clients they work with.