Wealth & Values
Initiative
  • The Wealth and Values Initiative (WVI) and its growing Legacy Family Community (LFC) exist to support the successful intergenerational transfer of wealth and values.
    This is accomplished through the three-legged programmatic stool of:
    - Unique programs that provide thought leadership and best practices as well as high level peer to peer networking experiences
    - ILEAD – a groundbreaking Next-Gen East - West intergenerational, cross-cultural mentorship program
    - Deal Club – which provides participants with exposure to compelling co-investment opportunities

  • The WVI/LFC ecosystem is informed by our Dolphin Culture that encourages long-lasting, trust based relationships founded on integrity, community, and altruism.

Wealth Value Initiative / Legacy Family Community Programmatic Three-Legged Stool
  • Thought Leadership

    An assortment of events that provide members with relevant Best Practices as well as unparalleled high level peer-to-peer networking experiences. Our Success to Significance Dinner Series – which occur three times a year and honor leaders from the worlds of Culture, Technology, and Sports respectively.

  • Next Gen Program

    The Intergenerational Leadership Entrepreneurial Accelerated Development Program – is a one-of-a-kind, extraordinary global leadership development and networking program for executives and entrepreneurs from American, Chinese, and other international family enterprises.

  • Deal Club

    The Deal Club enables like-minded members of our Legacy Family Community to generate important new co-investment opportunities with each other – and with first generation wealth creators.

past Events
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