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Estate plans prepare the wealth. Her Own Board prepares the rising generation.
Estate plans prepare the wealth. Her Own Board prepares the rising generation.
Her Own Board is a six-month program that prepares daughters of entrepreneurial families to make and own their decisions. Most families say preparing the rising generation is a priority. Far fewer have a way to do it. When you help a client family's rising generation build something of their own, you build trust with the next generation before the wealth transfers.
Why it matters to your practice
Why it matters to your practice
Roy Williams of The Williams Group attributes about 60% of failed wealth transfers to breakdowns in family communication and trust, and about 25% to heirs who weren't prepared. Taxes and legal structure account for far less. The Her Own Board program gives the family a structured way to talk about her plans. That supports a smoother transfer, and you build trust with the next generation before it inherits.
Source: The Williams Group, as reported by The San Diego Foundation
95% of adult children say they're ready to manage inherited wealth. A quarter of their parents disagree.
Source: Fidelity Investments, 2025 Family & Finance study
5 signs your client’s adult daughter is ready to build something of her own
5 signs your client’s adult daughter is ready to build something of her own
She's at a crossroads: graduation, a new role, or more family enterprise responsibility ahead.
She has ideas she's excited about and wants help choosing one.
She wants peers who understand her world.
She's ready to make a decision that's truly hers.
Her parents want to support her without directing her choices.
How a referral works
How a referral works
Your 15-minute advisor briefing with me. You see how the program works and whether it fits your clients.
You introduce one family. A short email or call is enough.
A 15-minute parent briefing. The parent learns what she'll experience and what it costs.
Her discovery session. She decides whether to apply. Nothing moves forward without her yes.
What you can count on
What you can count on
This is coaching, not financial, legal, tax, or investment advice.
Everything she shares stays confidential.
Together, the family decides if this is the right fit. She owns her agenda.
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