Rising Gen Fundamentals

Course Length: 6 Modules  |  Video: 2 hrs 4 min  |  Application: 10 hrs

$1,200.00 Full Course / 1-Year License Full Course

$950.00 Full Course / 1-Year License Full Course
Access Course


As a member of the rising generation in a family of wealth, you balance opportunity and responsibility. Navigating the complex world of the family enterprise, there is no shortage of learning ahead of you to become a credible and contributing family member. This course covers the fundamentals of family offices, family systems, governance, and communication. More importantly, it includes a personal assessment and leaves you with an action plan to move forward with your personal and family goals with clarity and confidence.


Family members in their 20s, 30s, and 40s seeking to gain knowledge on topics vital to becoming an informed and contributing member of a family of wealth.


Rising Gen Fundamentals includes FOX proprietary concepts and practical solutions delivered in an interactive way. Complete the course to earn a digital badge to certify your knowledge.

Welcome and Rising Gen Intake Survey
7 min Video | 35 min
Reading & Exercises

Kick off the course by taking a survey designed to assess your baseline understanding of the topics presented in the modules to help you reflect on where to focus your learning, growth, and action plan.

Module 1: Family Office 101
19 min Video | 1 hr 40 min
Reading & Exercises

Learn what a family office is, its purpose and functions, and the different types of family offices. Consider how the goals of the family shapes the family office services and structure.

Module 2: Family Systems
19 min Video | 1 hr 10 min
Reading & Exercises

Introduces basic family systems terms and definitions, fundamentals of family systems theory, and common family patterns. Create a family map to illustrate current patterns in your own family and new patterns you want to adopt in the future.

Module 3: Family Governance
26 min Video | 2 hrs
Reading & Exercises

Defines family governance and governance terms, explores why families create governance structures, and illustrates common documents and structures. Build your understanding of these concepts to open a dialogue to learn more about your current family structure a have conversations around what could be modified or created.

Module 4: Effective Communication Practices
30 min Video | 25 min
Reading & Exercises

Review effective communication data and practices, recognize the skills to build to find your voice and address conflict, and learn tactics to build trust and make decisions together.

Module 5: Your Personal Purpose
14 min Video | 1 hr 10 min
Reading & Exercises

Consider common challenges faced by rising gen, understand the importance of having a strong sense of self, and learn to thrive with wealth. Reflect on key questions to develop your personal purpose.

Module 6: Action Plan
9 min Video | 3 hrs
Reading & Exercises

Identify challenges you face, prepare for a discussion, draft a purpose statement, and chart your purpose. As a culmination of your learning, deeply reflect and develop your plan to translate learning into action to propel you forward as an informed, empowered, and contributing family member.

6 Modules (Acorn)
2 hrs 4 min Video | 10 hrs
Standard $1,200.00 Member $950.00 Access Course

Rising Gen Fundamentals includes FOX proprietary concepts and practical solutions delivered in an interactive way. Complete the course to earn a digital badge to certify your knowledge.

Additional Course Information

Complete the course to earn a digital badge certifying your understanding of key topics critical to becoming a credible member of the rising generation in a family of wealth. Contact FOX to inquire about group discounts.

Rising gen course participants will gain an understanding of the family wealth space, learning about the purposes of family offices and governance. Upon completion, the learner will have a clearer sense of self, resulting in an action plan to move forward with intention.

Mindy Kalinowski Earley, CMP, CFBA | Chief Learning Officer​

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she fosters integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs the FOX Rising Gen program and serves as an outsourced Chief Learning Office to FOX members. Mindy is inspired by helping people learn, grow, and discover how they will make personal and productive contributions, using their strengths and talents.​

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks supporting human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Strong Interest Inventory facilitator with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of family enterprise and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction. She has been featured in the New York Times, Family Business Magazine, and Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Rockford, MI, with her husband, daughter, and Bernedoodle.​

Allison Lawshe​ | Learning Center Program Manager​

Allison Lawshe is the Learning Center Program Manager at Family Office Exchange (FOX). In her role, she supports the design and delivery of learning programs, customized consulting projects, content creation and thought leadership for families, family office staff and advisors. She serves as the project manager for FOX Learning Center initiatives, as a key contributor to the Rising Gen Leadership Program and Family Advisor Training Program, and champions family learning and rising generation engagement. Allison is a purpose-driven professional dedicated to empowering individuals and families to step into their greatness and amplify their impact – for themselves, their families, their communities, and the world.

Allison brings ten years of family foundation experience to her work at FOX, most recently serving on the leadership team as Chief Program Officer at the IDP Foundation, Inc. She led the international education portfolio, which included strategic planning, cultivating and managing collaborative partnerships, global advocacy efforts, and scaling of a training and financing program to over 600 schools across Ghana.

Allison has an MPP from the University of Chicago, a BA in Economics and Latin American, Caribbean & Iberian Studies from the University of Wisconsin – Madison. She is a Certified Professional Coach and Everything DiSC Workplace® Facilitator. She also volunteers as an Executive Coach with the Executive Service Corps to propel the development of nonprofit leaders.

Jeff Strese​ | Family Learning & Leadership Consultant

Jeff Strese is the Family Learning & Leadership Consultant at Family Office Exchange (FOX). As a consultant, Jeff has focused on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics. He holds certifications in family wealth and family business advising (CFWA, CFBA).

Jeff is passionate about helping family businesses and organizations create clarity out of the complex and inspiring leaders from all backgrounds to develop and master critical skills like coaching, communication and emotional intelligence. He has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy.

Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families across the country. Prior to his role at Tolleson, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU).

After purchasing the full course, you will get an email with a link to the course and a unique access code.

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Full course includes all six modules plus Module 7: Case Study and Action Steps and Module 8: Initial Design for Your Office, a 30-minute call with a FOX subject matter expert, and a digital badge.