FUTUREPATH
RISING GEN SUMMIT

Join Pathstone for a dynamic gathering for the rising generation (early 20s-late 30s) to explore the complexities of inherited wealth. Connect with peers, build valuable networks, and gain insights to navigate future stewardship roles - while prioritizing personal well-being and your unique vision of success.

ABOUT

Join us ahead of Finding Meaning in Money on Wednesday, April 30 - Thursday, May 1 in Denver, CO for our FuturePath Rising Gen Summit, a dynamic gathering for the rising generation (early 20s–late 30s) to engage in meaningful conversations about the complexities of inherited wealth.

This summit offers a unique opportunity to build lasting connections with peers, develop a robust network of resources, and explore topics that empower Rising Gens for potential future stewardship roles within their UHNW families—all while prioritizing personal well-being and individual visions of success.

WHAT TO EXPECT:

An intimate dinner with peers followed by a morning session of thoughtfully curated content for rising gens.

ENGAGING SESSIONS

Participate in thought-provoking discussions designed to address your unique goals, challenges, and aspirations as inheritors.

PEER CONNECTIONS

Forge meaningful relationships with like-minded peers who share your vision and values, creating a supportive network for your journey now and in the future.

PURPOSE-DRIVEN GROWTH

Gain tools and strategies to align personal values with your evolving role within your family and community.

SPEAKERS

KRISTEN HEANEY

Founder of In Three Generations, Coach, Consultant & Author

JIM COUTRÉ

Managing Director of Wealth Planning at Pathstone

FUTUREPATH RISING GEN SUMMIT