Honor the past

Tend to the present

Refine the future

We guide multigenerational families in crafting their wealth heritage with intention, continuity, and coherency.

Our process assists families in magnifying mutual understandings, deepening insights that clarify family culture, operationalizing shared values, and seeding more salubrious relationships. This investment in relationship capital contextualizes ongoing fortification of assiduous wealth stewardship competencies, to yield a more enduring prosperity of purpose and wellbeing. Our prospectus of family services can be found here.

Beyond our family services, we empower family wealth divisions and advisors to address the complexities of legacy wealth, with unparalleled skill. Further information on our institutional programming and offerings can be found in our prospectus.

Pillars of Practice

Families that thrive have things in common: they reinforce their foundations, actuate their values, and invest in future generations. Paradoxically, every family is different, and growth is best cultivated by commensurately unique services. We assist families in evolving along their own paths.

Through a highly discerning discovery process, we attune to the nuances and needs of your family, we develop a distinctive framework, bespoke to shaping your future leaders in accordance with your family culture, honoring and reconciling individual differences, and building a family wealth architecture that sustains success. The complexity of wealth augmenting both opportunity and challenge in tandem raises questions that we bring structure to asking, and forge answers to how you will thrive.

Process and Offerings

We provide services via bespoke permutation of consultancy sessions, retreats, didactic work, and customized strategies tailored to your family’s needs

We also provide consultation services to qualifying financial institutions, foundations, and family offices,  seeking to mature their UHNW offerings, sustain deeper relationships with client families, and optimize advisor skills, to provide best in class services.


We deliver both our signature offerings and menu of institutional solutions via direct consultative services, masterclass trainings, intensives, and our Consultation Lab.

Cathexis Group

info@cathexis-group.com

Harmonizing family culture and
transforming relational dynamics to
empower robust wealth stewardship.

© 2024 Cathexis Group, LLC. All rights reserved