Who generationU is for:

Young adults who will inherit significant wealth.

Over the next 25 years, trillions of dollars will be passed down from the baby boomer generation to younger generations.

Families rarely have open, honest discussions about estate planning and wealth, so it can be difficult to feel prepared.

You might have reservations about inheriting significant wealth and all the responsibility and opportunities that come with it. We understand.

Overwhelmed?

We can get you from confused to capable.

Feel like no one trusts you to manage financial decisions?

We can help you gain the confidence you need.

Concerned about how you will care for the people you love?

We can help you move from worried to secure.

Think talking about money is boring?

We take financial discussions from complex and dry, to relatable, useful, and empowering.

You aren't alone

There are many other young adults facing the same challenges that you are facing. That’s why genU also seeks to build community.

Upon completing the genU curriculum, participants have the opportunity to:

Continually access all genU content and curriculum materials learned throughout the course.

Attend our live and online events, network and meet your peers.

Possess complete control, transparency, and knowledge of your financial outlook, making all the decisions necessary to manage significant wealth for genU!

What you'll learn