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.