Our Services

It’s every family’s duty to make sure their rising generation is set up for success. That’s where we come in. We’re here to support thriving individuals, educated families, shared visions, and responsible ownership from generation to generation. Learn about how we support you through our services below.

Mindy Kalinowski Earley works on her laptop. It has a Family Wealth Factor sticker.

Rising Generation Retreats

About 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.

Typical outcomes include:

Family Meeting Facilitation

About Family Meeting Facilitation

There is a strong difference between hosting and facilitating a meeting. With years of experience planning Family Meetings, Mindy can look at the ideal family meeting structure and set up while focusing on the facilitation skills necessary to meet your meeting goals. 

Typical outcomes include:

Family Learning Programs

About Family Learning Programs

Mindy has created custom family learning programs for some of the nations’ leading families. The programs are keenly focused on all-family learning, creating a culture of learning, and developing family members.

Typical outcomes include:

Family Mission, Vision and Values Statements

About Family 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. 

Typical outcomes include:

Family Employment Philosophies and Policies

About Family Policies

The mark of good governance practices is to begin this work before it’s needed and the next generation is eager to work at the family business. Mindy can work with your family office and/or operating company to define the philosophies and policies that best represent your approach to family employment. 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.

Typical outcomes include:

Rising Generation Coaching

About Rising Generation Coaching
Specializing in working with the rising generation, Mindy enjoys coaching emerging family leaders, individuals searching to find their way, or those unsure how to navigate life with wealth. Mindy has been coaching rising generations for decades and has a certificate in coaching from the Association for Talent Development.

Typical outcomes include:

Keynote Speaking

Mindy loves leading engaging and dynamic keynote sessions about any of the topics above for annual events, family meetings, and company gatherings. Learn more at the link below.

Notable Past Projects

Family Wealth Factor’s past projects include:

Let's Talk

Your next generation’s time to shine is right around the corner. Get in touch with our team and start preparing now.

Let's Talk

Your next generation’s time to shine is right around the corner. Get in touch with our team and start preparing now.