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We help families strengthen relational, spiritual, and financial capital so wealth becomes a source of unity, not division—and family legacy endures for generations.
Preserving Wealth Begins with Preserving the Family
The Greatest Threat to Family Wealth Isn’t Financial. It’s Relational.
95% of the reasons are relational: trust erodes, communication breaks, purpose fades, and the next generation of stewards are unprepared.
Generational Family Partners exists to address what traditional planning cannot.
We define family wealth more holistically across three forms of capital.
Spiritual Capital
The shared values, purpose, and meaning that give families direction.
Relational Capital
The trust, communication, and connection that hold a family together.
Financial Capital
The assets a family builds and stewards across generations.
Relational Capital
The trust, communication, and connection that hold a family together.
Financial Capital
The assets a family builds and stewards across generations.
Relational Capital
The trust, communication, and connection that hold a family together.
Spiritual Capital
The shared values, purpose, and meaning that give families direction.
The Signature Program
3. Continuity
Establishing rhythms and structures that support long-term unity and wise stewardship.
The Signature Program is a 12-month, three-phase journey designed to help families build connection, clarity, and continuity across generations.
Each phase lasts 4 months and builds intentionally on the one before it. Families commit to one phase at a time.
1. Connection
Strengthening trust, communication, values, and purpose across the family system.
2. Clarity
Clarifying roles, identifying areas of growth, and casting a vision that will guide family direction across generations.
Discreet high- and ultra-high-net-worth families preparing for a major transition—liquidity, succession, or trust activation.
Families who are functional, capable, proactive.
Those ready to invest time and attention—not just capital.
The best fit for our programs:
As the founder and principal guide of Generational Family Partners, Ben’s role is simple: help families grow in their connection, clarity, and purpose—so their wealth strengthens them, not separates them.
Ben Schmid brings deep experience in private family advisory with Wall Street roots.
Private, founder-led, and intentionally limited. All inquiries are handled with complete confidentiality.