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Stock Exchange

Wealth Integration

At INGENIUM, we guide and educate individuals and families to make the most of what they have—to develop wisdom about relationships and pitfalls to avoid that can help families thrive with wealth.

Aligning the Purpose and Values of Your Evolving Family

 “Wealth integration” is integrating wealth successfully into the family, with understanding and intention, to maximize the benefit to family and community.

We help our client families think generationally and meaningfully about their wealth and goals, whether it be understanding how to parent effectively without the guardrails of scarcity or managing social expectations in a society quick to judge and assume when confronted with wealth.

Key Transitions as Family and Wealth Evolve

Families often contact us if they are stuck or when they want to prepare for an impending liquidity event. Others want to prepare their rising next generation to be competent and engaged stewards of the legacy.


Developing the understanding and skills to make good life and wealth decisions protects families from the pitfalls of family wealth.

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