Don’t leave life to luck.
We spent 25 years developing a better tool for wealth & life planning: The 10x10.
10 Core Competencies Across 10 Life stages. Including internal and external competencies for each life stage.
The 10x10 Roadmap helps shift families of wealth from overwhelm and ambiguity to clarity and action
LEARNING ROADMAP: Building a Connected and Thriving Family of Wealth
The successful multi-generation family want the rising generations to thrive, to live fully engaged lives, to have the tools to enable them to reach their potential and have a sense of well-being
The 10 x 10 is a comprehensive model and navigational tool for family members of all ages to build competencies that will foster thriving individuals and a connected family
It is a Learning Roadmap comprised of 10 core competencies—a specific set of capabilities that support the growth of emotionally intelligent, financially effective, and self-sufficient family members--applied across the 10 major stages of life.
1 — How does it help?
How do you use the 10x10? Select a life stage, take a quiz, get a customized action plan
The 10x10 navigates the challenges of wealth as a lifelong journey, with milestones and learning activities for each life stage. This tool has two overarching goals: Elevating Awareness—through learning the Competency activities relevant to you; and Taking Action—by selecting, then pursuing activities for a customized learning experience.
It’s easy to use: Clients select their life stage, take a quiz, and create a highly customized action plan based on self-selected financial and life priorities.
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Tab 1 - #1 goal of successful families >
Tab 2 - wealth is like rocket fuel >
Tab 9 - The 10 core competencies defined (with charts)>
Answering the BIG questions requires a holistic lifespan model:
2 — About The 10x10
10x10 Benefits
✅ Offers proactive, pre-built educational and planning tool for clients and the Advisors who service them
✅ Personalized, strategic plan that is directly 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
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Tab 4 - How to build competencies >
“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.”
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
Building a strong and connected family, enhanced and not undermined by financial abundance, can’t be left to luck or happenstance. 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
3 — Don’t Leave It To Luck
3 Key Takeaways
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
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Tab 3 - a powerful tool for the advisory relationship >
Tab 3 - don’t leave it to luck >
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 This For?
Want to use the 10x10? Contact us to license it or work with us.
There are 2 ways you can use the model
license it (for groups/institutions)
Work with us
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The 10 x 10 is a comprehensive model and navigational tool for family members of all ages to build competencies that will foster thriving individuals and a connected family
It is a Learning Roadmap comprised of 10 core competencies—a specific set of capabilities that support the growth of emotionally intelligent, financially effective, and self-sufficient family members--applied across the 10 major stages of life.