Rising Gen
Learning the family enterprise; not yet in an active role
Active Gen
Holds a defined role in the family enterprise
Leading Gen
Currently leads the family enterprise
Peer connection
Meeting other families and principals at a similar stage
Knowledge exchange
Learning from peers on shared challenges (governance, succession, family dynamics)
Mentorship
Giving or receiving guidance across generations
Co-investment & deal sharing
Collaborating on investments with peers
Philanthropic collaboration
Partnering on giving and impact
Personal & professional growth
Developing as a leader and family member
Shared experiences
Gatherings, travel, cultural moments with peers
Other
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