Stop Thinking. Start Doing.
Start making progress toward your top 3 life goals in 20 minutes using The 10x10
The 10x10 is a wealth and life planning tool that helps shift families of wealth from confusion to clarity.
What Is the 10x10?
Confusion vs Clarity
1 — Select your life stage
How To Use The 10x10?
Work with our team or you financial advisor to create a personalized action plan. We’ll suggest key activities to
help you move closer to your life goals, based on 25+ years experience working with wealthy families
2 — Choose 3 competencies you want to improve. Each life stage has different competencies and milestones.
3 — Create an action plan based on your top 3 competencies
1 — Select a life stage
2 — Take a short quiz
3 — Get an action plan
How To Use The 10x10
Takes minutes. Saves years.
Select one of ten life stages, from ages 5-100, so we can start identifying your key goals
Take a short quiz to identify which areas of life are most important for you to focus on.
Get a highly customized action plan based on your top 3 financial and life priorities.
The 10x10 has two goals: elevated awareness and a personalized action plan.
— MMC
Here’s how the 10x10 helped Joe, age 65, find purpose after the sale of his $100 million dollar business
Case Study 1 — Joe
How did Joe resolve his concerns?
Joe took the 10x10 quiz, and choose to focus on 3 competencies:
1) Wealth and life planning skills
2) Responsibility and accountability
3) Learning & growth mindset
3 Chosen Competencies
Then Joe worked with his advisor to create a plan for each competency
1— Wealth and life planning skills
2 — Responsibility and accountability
3 — Learning and growth mindset
What happened next?
Joe tells us
“I sleep better knowing my health is well managed by regular doctor visits”
“Now that I’m free, i’m having a lot of fun crossing off items from my bucket list, without guilt, knowing I have a smart plan for future generations”
“I wouldn’t have had to clarity, if not for the 10x10, thank you”
The 10x10 finally gave Suzanne the clarity and the “push she needed” to quit her job and retire without feeling guilty.
Case Study 2 — Suzanne
Suzanne’s Story
Suzanne, 64, was a federal judge for over 20 years.
Suzanne always felt proud being a Judge
Often telling friends about her cases, proud to be serving the public and improving the world.
But on the inside, she was a mess.
“I no longer enjoy the work but can’t let myself move on.”
Suzanne had a hunch her identity as “Judge Suzzane” was getting in her way.
But she still wasn’t taking action
In fact, she had been thinking of retirement for 5 years!
Every time she brought up retirement with her husband, he’d say “not this again”
Somehow she just couldn’t “press the resignation button”
Something was holding Suzanne back
And she knew it!
So, we suggested Suzanne try The 10x10
Telling her “It’s helped a lot of our families gain clarity, take action, and sleep better at night”
She was naturally a bit skeptical, being a “logical judge” but figured she’d as least give it a try.
Suzanne then 3 chose competencies from The 10x10
Suzanne’s Action Plan
We met with Suzanne for 2 hours and created a 3 month action plan focused on 1) 2) 3)
What Did Suzanne Do Next?
The 10x10 helped give Suzanne “The push she needed”
Suzanne finally felt clarity about retirement and knew what she needed to do next
“There is just less self doubt, I feel now feel confident about my next move”
So, she typed up her resignation and set up a meeting with her superior ensure a successful transition into
retirement.
3 Months Later: Suzanne’s thoughts on the 10x10
Suazzane said, “doing the 10 x 10 This was immensely helpful to me.
The charts really jumped out to me, and it helped me with my short vs long term goals.
The activities I chose made it clear to me that retirement is important NOW and I can’t keep putting it off.
I felt so relieved and committed to finally leave my 20 plus years of work!
The 10 x 10 gave me the push I needed.
Rosalyn was unsure how to pass on wealth without creating family conflict…
Case Study #4 — Rosayln
About Rosayln
76 years old, widowed, with 3 children, 2 married and 4 grandchildren. Retired 2 years ago, recently
bought a second home.
Issue: Unsure how to distribute wealth to next generation
Rosalyn planned to leave an equal inheritance to her three adult children, but one adult daughter is
totally irresponsible with money and has lost all of the gift money and distributions for the past 20 years.
My other kids are pressuring me to put a a trustee in place for their irresponsible sister so that she
doesn’t come knocking on their door for financial support.
Result of using the 10x10
“As I reviewed my concerns with my advisors, I realized that I needed to select a trustee
for my daughter to alleviate my other children’s concerns. I just couldn’t take action as I was
afraid of the conflict and didn’t know what to say.”
Action Plan
The financial advisor would sit down with Rosalyn and her daughter to discuss options.
2. Interview and select a trustee in the next quarter
Suzanne’s thoughts on the 10x10 in her own word
couldn’t let myself take the needed steps to move on. The 10 x 10 gave me the push I needed.
The problem: You want a thriving and connected family but you don’t know what to focus on and what goals to set for each family member at each stage of life.
The solution: Use the 10x10 to gain clarity and set goals for each life stage. Based on 25 years of research and client experience.
10x10 Benefits
The 10x10 offers:
✅ Proactive, pre-built educational and planning tool for clients and the Advisors who serve them
✅ Personalized, strategic plan aligned with client self-authored learning goals
✅ Gain generational data, spot patterns, and solve problems
✅ Cultivates life skills and competencies that help family members reach their true potential—and build strong learning families in the process.
✅ Helps families protect against negative and/or destructive impacts of wealth that can lead to indecisive, unmotivated, and entitled children
✅ Uncover areas that clients were not previously aware of….”wake up” and be better informed, reducing guesswork and illuminating opportunities for change and growth
“The 10x10 model is a Game Changer. This Roadmap should be the backbone of every family "learning" system to forever enhance the growth of the families four qualitative capitals by assuring that growth is occurring at every life stage.” (FIND THE BEST QUOTE)
Jay Hughes
Don’t leave it to Luck: the 10x10 is a tool for wealth and life planning that helps build a strong, connected family
Clients have been asking us the same “hard questions” for 25+ years. We help solve the ones that keep them up at night…
❓How do i pass one wealth without spoiling my kids?
❓How do i make my kids appreciate the value of a dollar?
❓What do I do about people that ask for money?
❓What do I do about people that ask for money?
We built the 10x10 after hearing the same hard questions over and over.
Because building a strong and connected family, enhanced and not undermined by financial abundance, can’t
be left to luck.
It requires intentionality, action, and guidance from a plan designed to develop healthy individuals, align family
members along values and goals, and stimulated capabilities and connections that result in longstanding
family bonds.
Ultimately, all this leads to stronger communities and a stronger world
We’ve helped over 500 families over 25 years and trained 10,000+ advisors from every major bank.
Don’t Leave it to luck
500+ Families Served.
500+ Families Served.
25+ Years Experience
25+ Years Experience
We Help Families Sleep At Night.
We Help Families Sleep At Night.
The 10x10 was built for the entire family ecosystem: families, family counadvisors, financial firms, family offices, and more…
The 10x10 was designed to have agility to work across the entire system of family wealth, including family members, trusted financial and philanthropic advisors, and psychological professionals.
1 — Families and Family Councils
The 10x10 is a practical and easy to use method for creating personalized learning plans for all generations, from ages 5 to 100 to build competencies that will foster thriving individuals and a connected family. This learning roadmap can advance learning and build resilience that is attuned to the individual needs and life-stage of each family member: moving from overwhelm and ambiguity to a detailed action plan.
2 — Advisors
As astute Advisors continually look for ways to differentiate and enhance value, they need a model and toolkit to attend to what matters most for every family member, at every stage of life. The 10x10 offers an easy-to-use learning tool that will promote client interest and advance excitement, increase discovery of client needs and wants, and foster multi-generational engagement. Advisors can use this tool to guide each family member to:
gain clarity on their financial and lifestyle objectives, surfacing important values and determining opportunities for learning
determine what they actually want and need to learn, taking the guesswork out of the process, for both the Advisor and the client
have conversations with their Advisors about what really matters, and is directly relevant to the family member’s life stage.
The 10x10 can also be used by professional learning group programs as well as continuing education programs for financial advisors, estate attorneys, philanthropic advisors, and other related professional groups
Learn More (articles for advisors)
Tab 3 - A powerful tool for the advisory relationship across generations >
Tab 7 - Don’t leave it to luck: the 10x10 as a tool for wealth and life planning >
3 — Financial and Philanthropic Firms
The 10x10 Learning Roadmap can be utilized as a model and method for creating a 21st century comprehensive approach to planning and wealth management. In addition, the company can use the 10x10 output as a way to know their client’s self-identified educational priorities, at every stage of life, that directly relate to their needs, sense of satisfaction and growth as a family of wealth.
4 — Chief Learning Officers & Family Offices
One of the top concerns of a family office is supporting the building of capacity for each family member to have the skills necessary to effectively integrate wealth. With the bespoke style the family office allows, this roadmap can be used to create a both/and approach for customized individual learning plans, as well as activities to tackle as cohorts (based on life stage) and as entire family systems (typically in family meetings).
5 — Psychotherapists
One of the top concerns of a family office is supporting the building of capacity for each family member to have the skills necessary to effectively integrate wealth. With the bespoke style the family office allows, this roadmap can be used to create a both/and approach for customized individual learning plans, as well as activities to tackle as cohorts (based on life stage) and as entire family systems (typically in family meetings).
4 — Who is The 10x10 For?
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The number-one goal of successful wealthy families is to foster thriving individuals and build connections among family members. In other words, the objective is to promote flourishing and combat languishing by using financial capital to help family members build bountiful lives. Creating a bountiful life—being the best you can be, living a life of passion and productivity, empowerment, equanimity, and empathy—is real wealth.
Quotes From Families and Advisors
(people you want to buy it)
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“It all begins with an idea. Maybe you want to launch a business.”
Laurie Payton
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“It all begins with an idea. Maybe you want to launch a business.”
Jamie Kokot
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“It all begins with an idea. Maybe you want to launch a business.”
Lindsey Beumer
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“It all begins with an idea. Maybe you want to launch a business.”
Keith Finley
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Book a no-pressure call to see if we can help your family or organization.
