The Room
The room matters.
You're successful. You're surrounded by smart people. But how many of them truly understand the weight of what you carry? How many can you talk to without a filter?
A peer circle exists because at a certain level, the room gets smaller. We built these rooms for the people who need them.
8–10 members per circle, carefully matched. Monthly sessions facilitated by senior members of our practice. Two annual in-person gatherings. Trust takes time. We protect the room.
Four Circles
Founding Generation
Led by Kris Kluver
For the builders. Founders and patriarchs navigating legacy, succession, and the weight of what they created. The conversations you can’t have with your board, your family, or your advisors.
Next Generation
Led by Kris Kluver
For those stepping into leadership. Preparing to steward what was built while finding your own authority. The transition from inheritor to leader.
Rising Generation
Led by Chris Richardson
For the youngest generation. Identity, purpose, and responsibility. Before the weight arrives. Led by a rising-generation leader who brings lived experience, not just training. Someone who has navigated the very questions you’re facing.
Spouses & Partners
Led by Reka
For those who married into complexity. Navigating family dynamics, wealth, and identity from the inside. With peers who understand what that actually means.
How Circles Work
8–10 members per circle, carefully matched. Monthly sessions facilitated by senior members of our practice. Two annual in-person gatherings. Membership requires commitment because the value compounds over time.
By invitation or application only.