Pioneering emotional intelligence and impact for the next generation of wealth
 

What We Offer

We train UHNW women, families, and advisors in the soft skills necessary to move hard capital to impact — especially the emotional intelligence to navigate conflict, build trust, and strengthen relationships.

 
 

✦ Group Coaching ✦

CAPITAL & CONNECTION: This is our mastery coaching course for women to become trained in family dynamics and trust-building that ultimately leads to moving capital and building a legacy. This is the EQ of Wealth. The course is an interactive cohort experience that blends private coaching and peer learning.

Ideal for: Women principals and women professionals who work with UHNW families.

✦ Private Coaching ✦

This is a profound and personalized coaching experience for wealth owners, designed to get to the root of what holds you back in unlocking capital for impact — fear and family dynamics. This program is the deepest engagement with the Wealth EQ transformation.

Ideal for: Women wealth-owners ready to make an impact.

 
 
 
 

✦ Focused Advisory ✦

This is designed for companies, institutions, and individuals seeking specialized access and expertise on how to engage UHNW women and families, with a lighter commitment. Less time doesn’t mean less value, just significantly more focus.

Ideal for: Principals, financial, corporate, and philanthropic institutions.

✦ Classic Consulting ✦

Wendy has been called a Swiss Army Knife at the intersection of wealth, family, impact, and relationships. Her ~20 years of expertise can add value to your growth, strategy, and direction. This offering is tailor-made for you or your company at that unique cross-section.

Ideal for: UHNW women and families; financial, corporate, and philanthropic institutions; mission-driven founders.

 
 
 
 

✦ Public Speaking, Workshops, and Facilitation ✦

Founder Wendy Wecksell can speak on Wealth EQ at your upcoming gathering, conference, or retreat to educate your family, community, or clients.

Ideal for: Private wealth, family office, and philanthropy events; women’s investor circles; financial institutions; and private family convenings.