Think3Generations – Turning family business Success Into Generational Continuity

Break the 3-Generation Curse. Build a Family of Affinity That Lasts.

Guiding business families toward
unity, continuity, and generational success.

What You Build in One Generation Shouldn’t Be Lost in Three.

We help business families create lasting legacy through
strategy, governance, and trust.

From Founders to Future: Keep Your Family Enterprise Thriving Across Generations.

Helping families navigate
continuity, leadership, and legacy

You Own A Family Business

Wealth Alone Does Not Ensure Success for Future Generations

There comes a moment in every successful business family’s journey when the very success you’ve built begins to feel heavier.

What started with one founder, one business, and one vision has grown into something much larger — multiple generations, new family branches, increasing wealth, and complex relationships. And with that growth comes a subtle shift: decisions get harder, roles blur, emotions run deeper, and the risk of misalignment grows louder.

You feel the pressure to protect what’s been built — not just the company, but the family.

To keep trust intact.
To honor the founder’s legacy.
To prepare the next generation without losing the current one.
And yet… no one ever taught you how to do this.

Governance. Business Continuity. Ownership Strategy. These aren’t just technical tasks — they’re emotional turning points.

You’re not alone in this.

We help families like yours find clarity in the complexity — and build the structures that protect both the enterprise and the relationships that matter most.

Upcoming Classes

Don't just hope for a successful retirement. plan on it

Building Legacies

Join a network of like-minded families across chapters.

Long-Term Success

Supported by committed to family wealth and growth.

Guided Learning

Follow structured pathways to gain insights into long-term

Why Trust Us?

We understand that inside a business family, there exists a sacred space — one shaped by shared history, deep loyalties and unspoken tensions.

A family enterprise advisor ( FEA) is a unique professional consultant who operates at the intersection of business, family, and ownership — helping families navigate not just financial strategy, but emotional dynamics, governance, and legacy across generations.

Family enterprise planning demands a highly specialized advisor who believes in a multi-disciplinary approach, where an advisor can integrate insights from multiple domains to serve the whole family, not just one part of it.

Learn With Us

Access Our Educational Video Series

Expect more than a simple plan. Traditional wealth strategies often lack the adaptability needed for life’s twists and turns. Our unique approach to building financial resilience is crafted to flourish in the face of uncertainty, empowering you to turn challenges into opportunities. Explore our extensive resources and discover how to create a wealth strategy designed to adapt and grow, no matter what life brings.

Start your journey toward financial independence today with our exclusive three-part video series.

Our Expertise

Continuity Planning

Continuity planning is distinct from succession planning in a fundamental way. While succession typically refers to a specific event — a defined moment with a beginning and an end — continuity planning represents an ongoing mindset. It’s a proactive, lifelong process.
Naturally, families will experience periods of heightened tension — what we call “thunderstorms” — where challenges feel more urgent and emotionally charged. But by engaging in thoughtful continuity planning with our guidance, those storms become less frequent, less disruptive, and easier to navigate over time.

Family Governance

Building a successful business is the first creative act of a business family. But that is not enough to ensure a future for the extended family. Building a strongly connected extended family, organized around shared values concerning the use of the family resources, is the second creative act of the family as it crosses generations. Structure releases the potential of future generations.

The Family Venture Fund

Using aproperly structured account as a multigenerational capital reserve — a “private family bank” — to fund:

Educational investments in the next generation
Business opportunities and startup capital
Real estate or private equity investments
Liquidity for estate and succession planning
Family retreats, philanthropy, or financial education initiatives

True multigenerational wealth isn’t measured just in assets — it’s in leadership, vision, values, and potential. This strategy turns financial capital into human capital — and that’s how great families endure.

Developing the Potential in the Rising Generation

Family Enterprise is about the future, and the future rests in the hands of the next, rising generation. The greatest desire of a business family is to raise an educated, creative, socially responsible, and committed generation to form the next generation of family leaders. Successful business continuity depends on developing ALL forms of family capital.

Who We Are

Many families attempt to grow their wealth using disconnected tactics, missing the strategic foundation needed for success. At Think3Generations, we offer a proven approach to help families align their financial decisions with long-term goals.

Our Why

Long-term thinking creates long-term wealth. We want to inspire our clients to think at least 3 generations in the future.
We exist to help successful business families sustain what matters most — not just their wealth, but their unity, alignment, purpose, and legacy. We believe a thriving family is the most powerful enterprise in the world.
We are here to turn heirs into stewards, financial capital into human capital and family business into business families.
Our work is not just about preparing assets for the next generation — it’s about preparing the next generation for their highest calling

Our Process

We start with a thoughtful discovery process and meet you where you are. This is a mutual due diligence conversation. Just as you’re discerning whether our firm are the right advisors to help guide your family through complexity, we’re assessing whether your family is ready and willing to engage in meaningful, lasting work. This initial dialogue is meant to surface the real issues — not just the ones on the surface. It allows us to begin building trust, align on expectations, and determine if there’s a strong enough foundation for impactful collaboration. If we both feel there’s a good fit, we’ll move into a structured contracting phase — not just a legal agreement, but a shared understanding of how we’ll work together. This includes:
   •   Scope: What challenges or opportunities are we addressing first?
   •   Confidentiality: What’s shared in private stays private — unless we’ve agreed otherwise.
   •   Structure: Who participates, how decisions are made, and what success looks like.
   •   Boundaries: Where my role begins and ends, so your family retains agency and clarity.
We’ll also align on process and rhythm — whether that means one-on-one interviews, facilitated retreats, or ongoing advisory work.

Think Long Term – Building a Legacy that Lasts

At Think3Generations, we believe that true wealth isn’t just about the assets you accumulate; it’s about the legacy you leave behind. We help families not only to protect their financial assets but to pass down values, wisdom, and opportunities that empower future generations. Our philosophy centers on building a legacy that withstands the test of time, ensuring that wealth continues to grow and support families for generations to come.

Family Banks
Long Tterm
Human Capital

Starting toward wealth

You’re paying down debt and working to build wealth you can access for larger purchases, including business and real estate.

Building something stronger

You’re looking toward retirement and need cash flow for the next phase of life with an income stream you can’t outlive.

Leaving a legacy

You’re preparing your estate plan for a smooth transfer of wealth to your family and ensure a strategy to handle any long-term care health expenses are considered.

Build Wealth with Purpose,
Not Just Tactics

Too often, families focus on wealth-building tactics without a clear, guiding strategy. At Think3Generations, our Perpetual Wealth Strategy is designed to help families maximize cash flow, reduce taxes, and grow wealth effectively, ensuring prosperity for generations to come.

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Break the 3-Generation Curse. Build a Family of Affinity That Lasts.

What You Build in One Generation Shouldn’t Be Lost in Three.

From Founders to Future: Keep Your Family Enterprise Thriving Across Generations.

You Own A Family Business