The Wealth and Values Initiative was started to support the successful intergenerational transfer of legacy family wealth and values. With an emphasis on preparing Legacy Families and their businesses for intergenerational, international, and intercultural success, WVI’s unique programs provide thought leadership and best practices, high level peer-to-peer networking experiences, groundbreaking Next Gen programs, and exposure to compelling co-investment opportunities. This gives our participants the opportunity to make an impact at family, local, national, and global levels as they move from success to significance.
Jeremiah Schnee has been recognized as one of the most respected business advisors in the Tri-State area – bringing his clients over 20 years of experience delivering innovative business advisory services and growth strategies.
Jeremiah is Founder of the Wealth and Values Initiative (WVI) – a rapidly growing Community of Legacy Families passionate to learn and apply Best Practices in the Intergenerational transfer of Wealth and Values. Jeremiah also co-founded iLEAD – an elite international exchange and leadership program that focuses on building robust business action networks for future family business leaders and first time wealth creators from American, Western and Chinese family enterprises.
As Founder of Next Opportunity Group - Jeremiah translates Best Practices from multinational clients - including Allstate, Pfizer, Colgate Palmolive and Northrop Grumman - to the dynamic businesses of leading middle market CEOs and owner-entrepreneurs. He partners with them to develop and implement strategies that drive their business to the next level, while enhancing operational excellence, profitability, and company equity value.
Prior to launching his consulting practice, Jeremiah gained his early business skills within a successful family business; founded, managed, and sold several businesses; and co-founded and directed an international not-for-profit organization dedicated to supporting global free enterprise as it emerged in Central and Eastern Europe, Latin America, Africa, Asia, and throughout the developed world. This diverse, hands-on background allows him to bring a “big picture” perspective – rigorously focused upon implementation and results – to his clients.
Jeremiah recently delivered strategy education, coaching, and implementation training to 25 high potential diverse CEOs through the Six Parallel Tracks to Success Program™, based upon NextOpp's proprietary methodology and provided in conjunction with pharmaceutical giant Merck & Co., Inc. and the PA-NJ-DE Chapter of the Minority Supplier Development Council (MSDC).
Jeremiah is frequently quoted in print and on air and is a sought-after speaker by business groups, civic organizations, and universities. He served as a Moderator for The HSBC International CEO Roundtable, and speaker for The New York Enterprise Report’s Hidden Opportunities & Challenges of Doing Business in Asia. Mr. Schnee also served as a judge for the US Pan Asian American Chamber of Commerce, Northeast Chapter’s Top 10 Businesses Awards, and for the New York Enterprise Report’s annual Small Business Awards. Jeremiah also served as Strategic Marketing Advisor to CEWIT, The Center for Excellence in Wireless and Information Technology.
Jeremiah’s business acumen is supported by his passion for bridging divides – be it between family generations, cultures, or nations – and strongly believes in the importance of maximizing social as well as financial capital.
“Jeremiah’s wise counsel is sought after and valued by a wide range of multi-generational families in transition — who have benefited from the thought leadership he has provided via his legacy family advisory work – as well as via the founding of such innovative endeavors as the Wealth and Values Initiative, its Legacy Family Community, and the ILEAD program.”
“I personally contracted with the Next Opportunity team – who provided best practice perspectives – then gave me the key tools, words and phrases by which to communicate better in order to build trust and consensus. I did implement their advice – and achieved much better results than I ever thought possible.”
“I would highly recommend this service to other multi-generational companies that are looking to determine how a next generation family member will best fit in their organization.”