Family Wealth Factor

In math, a factor is a number that fits exactly into a given number or divides a particular number with no remainder. At Family Wealth Factor, we believe wealth, like factors, can either fit perfectly into your life and your family, or it can divide you.

Our goal is the former. We’re here to support thriving individuals, educated families, shared visions, and responsible ownership.

Real Families, Real Results

Mindy’s professional career has afforded her the opportunity to work with some of the leading families internationally and in the U.S. Mindy has had the pleasure of working with families at the G2 to G7 stages, from new wealth creators to top Forbes list families. From business-owning families to financial families, household names to private inheritors. She has joined families for their most confidential conversations and is entrusted to work with multigenerational groups to young children and the rising generation. Mindy knows what an honor it is to help families on their journey to next-generation inclusion, planning for transition and succession, creating learning programs and coaching the rising generation.

Real Families, Real Results

Our Services

Rising Generation Retreats

Working with the rising generation is one of Mindy’s specialties, whether you’re bringing the next generation together for the first time or looking to build upon existing gatherings.

Family Meeting Facilitation

Mindy’s strong facilitation skills ensure your family meeting runs smoothly, all voices are heard, and the meeting adheres to the agenda.

Keynote Speaking

Hire or invite Mindy to lead an engaging and dynamic keynote session at your annual event, family meeting or company gathering.

Family Learning Programs

Mindy creates custom programs focused on all-family learning, creating a culture of learning, and developing family members.

Family Mission, Vision and Values Statements

Family mission, vision and value statements are fundamental steps to codifying your family shared vision, clarifying guiding principles and aligning around a common family language.

Family Employment Philosophies and Policies Drafting

Mindy will help you set clear expectations and guidelines now, aligned with family values and culture, to help the inclusion and transition of the next generation.

Rising Generation Coaching

Mindy enjoys coaching emerging family leaders, individuals searching for their way, and those unsure how to navigate life with wealth.

Attestations & Supporters

Family learning is critical to a family’s ability to grow its qualitative spiritual, social, intellectual and human capitals. Mindy’s work as a Chief Learning Officer enables a family to chart a path for the growths of each of these. Growth towards its flourishing and long term positive journey.

Mindy is tenacious. She has the expertise from her academic background and the rare skill of genuine connection which allows her to seamlessly blend conversations from governance, family business employee policies, and family meeting facilitation. Mindy is an asset to every room she is in, be it on stage with industry titans, to single family work, and energizing the rising gen to get involved in their authentic way.

It was such a pleasure to work with Mindy. I'm grateful for this partnership and that people like Mindy exist for families. It's been a weight off and a real inspiration moving forward.

Mindy’s contribution to our nextgen learning program has been invaluable. I would not have been able to put together such an amazing program without her. The depth of her knowledge and her wide range of experience, gives her a unique perspective in the family wealth space. That unique perspective has resulted in a nextgen program that encourages our young wealth inheritors to find their voice, embrace their generational autonomy, and be actively engaged in the future of their family enterprise.

Mindy’s solid experience and professionalism in multiple areas of the industry contribute to her impressive skills with both advisors and families. She has an educator’s eye for facilitating not only deep learning but real change. More than that, her upbeat manner and collaborative style make her a great partner for any project. I always look forward to working with Mindy.

I’ve collaborated with Mindy on a variety of family learning projects over the years and deeply appreciate the thoughtful, creative, and purposeful approach she brings to each engagement. Whether that’s keynoting family meetings, coaching Rising Gen family members, or designing family learning programs, Mindy brings an infectious energy and keen insight to her work with families, all essential elements that help families thrive!

Rising to the Occasion

Your rising generation is only getting closer to coming into their own. Don’t wait. Get in touch with Family Wealth Factor today.