V14
F L O U R I S H I N G F A M I LF YL PO L AU NR I S H I N G
F A M I LY P L A N
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PLAN Families, especially Evangelical/Protestant families who have been financially successful, are facing enormous challenges, and the impending $168 Trillion wealth transfer over the next decade is largely ignored by the church. The focus on generosity alone might harm families, as they possess strong financial balance sheets but lack in other critical areas. Currently, these families are mainly served by external service providers rather than by a network of mobilized volunteer like-minded families, leaving other crucial aspects beyond finances untouched. Enter Flourishing Family, an organization we’ve revitalized from its strong ten year legacy. With a fresh perspective, we’ve transformed it into a platform run by families, for families. Our emphasis is on qualitative, rather than quantitative, aspects of wealth for families of wealth. Our mission is to empower these families and the next generations, fostering a private, story-driven community led by families themselves. This community is shaped by families aspiring to establish legacies lasting 100-200 years. We believe in learning not just from financial successes, but from failures and triumphs across various dimensions of wealth—spiritual, relational, social impact, and individual wellbeing. We call these the nonfinancial capitals. Flourishing Family aims to prepare families for the challenges of the future, offering a unique space for shared experiences and wisdom. Our focus is on holistic prosperity, transcending traditional financial measures to create meaningful, lasting legacies for generations to come.
P RO B L E M 70% families of wealthy suffer a significant loss of financial capital in the third generation primarily because of losses of the relational, human, social and/or spiritual capital of the
70 PERCENT
family. Yet it is quite difficult for these families to find safe peer relationships, best practices, and inspiration needed to help each generation flourish in these non-financial forms of wealth which foster true and lasting abundance.
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FAMILIES OF WEALTHY LOSE FINANCIAL CAPITAL IN THE THIRD GENERATION.
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PU RPOSE FAMILIES OF WEALTH FLOURISH ING FOR MANY GENERATIONS OUR MISSION: to guide families in cultivating trusting relationships, thoughtful governance, and compelling road maps to make consistent progress to flourishing relationally, spiritually, individually and in their impact on society. OUR VISION: Families of Wealth flourishing for many generations. EXPANDED VISION: To be a collaborative community of family leaders and their trusted advisors empowering families to flourish In the spiritual, relational, human, and social capitals and therefore financially in a way that transforms millions for many generations. OUR FUTURE: Imagine a world where the new norm is wealthy families experiencing healthy bonds of trust, unity and purpose making a stronger impact for God‘s highest good in each successive generation for hundreds of years!
P RI M A R Y TA R G E T Multigenerational families with networth of over $25M who want to develop or improve one or more of the following: •
family relational health (relational capital)
•
shared family spirit, faith, values, or purpose (spiritual capital)
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character, competency, health, or personal capacity for each generation (human capital)
•
Impact of the family and its businesses or investments on society (social capital)
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P RI M A R Y OUTCOME Extended famlies that flourish for many generations are those who focus on intentionally developing and transferring to each successive generation the following four non-financial forms of family wealth:
RELATIONAL Extended family members have deep bonds of affinity and shared culture across the generations. They listen to each other well without judgment, and build healthy relationships that honor and respect the uniqueness of one another.
SPIRITUAL Everyone has a shared understanding and dynamic experience of the role of faith in the family. The cultural DNA and family story is captured and shared in a way where each generation builds on the prior generation while being empowered to craft their own destiny.
HUMAN The character, competencies, confidence and health of each family member is being intentionally developed and transferred so each generation is experiencing the benefits of all five forms of capital.
SOCIAL The family has deep understanding and compassion for the needs and concerns of society resulting in specific commitment and action to serve people and the planet in a way that systematically builds a better world over the generations.
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P RO C E S S We use a highly relational, guided process to help families identify what they are going to focus on next, engaging them in learning from best practices and conversations with other families and advisors. Together, they provide practical guidance and encouragement needed to take those next steps. Then the family repeats this process with each next family capital development priority. Some of these families will be available to encourage other families in these same areas. P L A N YO U R J O U R N E Y Create a Flourishing Family Plan based on your family assessment, preferred future, and action plans for each of the five forms of capital.
R E V I E W, R E P E AT & R E I N V E S T Review progress on your Flourishing Four Plan then repeat steps 1-4 related to your next step initiatives. Consider reinvesting by becoming a Flourishing Family Facilitator “guide by the side” sharing your learnings with other families.
E N G AG E YO U R T R AV E L C O M PA N I O N S Engage the right people to guide and encourage your family on the journey through family forums, peer-to-peer, conversations, online courses, and our collective of advisors.
C A P T U R E & C O M M U N I C AT E PROGRESS
L AU N C H T H E A D V E N T U R E TO G E T H E R
Memorialize your journey for ongoing engagement including your family mission, vision, values, stories, traditions, relational rhythms and communication methods.
Receive guidance to implement processes to implement next steps, beginning with stronger relationships and family champions.
TH IS CO RE P RO C E S S I S AN C H O R E D IN T H E F O L LOWI N G E L E M EN T S :
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Collective - our group of subject matter experts
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Cohorts - our peer-to-peer family groups
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Community content library - leveraging best practices and life lessons
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Curriculum - a series with master teaching, training, and testimonies
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Conferences - from smaller “Forums” to national and regional gatherings
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Concierge - A guide that helps your family connect with the right people at the right time to help you make progress toward the right next steps for your family
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5
PHASES
01.
02.
03.
DESIGN
DEPLOYM ENT
D E S T I N AT I O N
9 MONTHS
YEAR ONE
YEAR TWO & BEYOND
01.
DESIGN PHASE Over the last 9 months we have been engaged in the design phase, including multiple onsites with the Co-Founder of Family Meridian, the new Chairman of the Board, and a working group with Kyle Circle, our new president, and Brett Eastman and the LifeTogether team. To date, the following initiatives have been discussed and outcomes achieved. 1. Design the breadth, size and scope of the emerging Flourishing Family vision from the Founder and New Board Chairman. 2. Design any and all published and unpublished resources created and used over the last 9 years to shape the thinking, inform the strategy, and influence the vision for Flourishing Family. 3. Design the role of producing, publishing, and programming “core resources” to help ensure quality control, resourcing peer networks, transferability, and scalability. 4. Design a better understanding of the “Core Resources” needed to build a strong, sustainable, and scalable organization to Flourishing Families. 5. Design how to build out the Flourishing Family digital library (including content from the collective, peer to peer, partners, ministries, thought leaders, and of course your own).
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45 DAYS
01. CONTINUED
DESIGN PHASE 1. Discovered multiple ways to repurpose, rebrand, and reshoot historical Family Meridian resources, books, and content…(Jerry’s books, Family Institute resources, curriculum, training series, other content, courses, and more). 2. Discovered initial ideas for branding, positioning, and marketing for Flourishing Family (including logos, tags, curriculum covers, book designs, and more).
3. Discovered a variety of possible terminology, titles, descriptions, and roles needed to start and scale the vision anywhere, anytime with anyone around the world. 4. Discovered more and better ways to engage families in the Core Process outlined in the initial vision, mission and values documents. 5. Discovered thoughts on building a fully secure and certificated training program and platform (Flourishing Family University) leveraging the best of technology and media to help train volunteer families, build content library, and certify partner organizations. 6. Discovered ways to integrate the breakthrough thinking of “beyond business” by Lonnie. 7. Discovered multiple revenue streams and possibilities to create a self sustaining business model in addition to the current list of funding models. 8. Discovered ways we could partner with the upcoming Family Office Conference where we could capture premiere content from “families helping families” based on our new vision and values.
Over the last few years we sampled a handful of families who attended our events and they provided valuable feedback that informed some of the products and services we hope to provide in the future.
W E SI M P LY AS K E D , H OW H E LPF UL WOULD TH E SE R E SOU RCE S BE FO R Y O U ?
4.35
GENERATION 2
4.28
GENERATION 1/2
& BEYOND
WORKSHOP
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4.35
INTERACTIVE CURRICULUM
FAMILY BUSINESS
4.00 & LEGACY MAGAZINE
4.29
FAMILY BUSINESS
3.82
SUCCESSION
CONFERENCE
PLANNING EVENT
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02.
D E P LO Y M E N T P H A S E In the Design Phase, there are seventeen key objectives that are critical to achieve over a one year period. The successful execution of these outcomes will ensure that the next phase, Deployment, is as smooth as possible. 1.
PERSONAL INTERVIEWS AND SURVEYS: While we are encouraged about our “Core Process” that we discussed during the Discovery Phase, we’d like to explore additional “more and better” ways to enhance the impact
DELIVERABLE Host personal interviews,
on multigenerational families. We will conduct a variety of interviews and
surveys, and assessments
surveys with some of our families to field test the ideas and get feedback on
with 50-75 families.
our models and methods moving forward. Including the outgoing board, Who Collective, representing our network of trusted advisors, strategic partners etc. listening, learning before leading… DEEPER ORGANIZATIONAL ASSESSMENT
NEXT STEP FAMILY CONVERSATIONS
•
Engage with selected families to field test our core process, products, and offerings
•
Create the business plan complete with goals, objectives, a master calendar and timeline
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Complete an initial comprehensive assessment and ongoing evaluation
•
Based on our findings, we will establish a simple survey to share with a representative sample of our future families
2. PROGRAMMING: To launch a movement to families though faith communities around the world. Faith communities have the greatest potential for influence and impact on multi generational families. is to serve faith communities and help to catalyze a movement to and through families of wealth to help them reach their full purpose, passion, and potential for making a difference in the world. We will develop courses, curriculum, and content
DELIVERABLE Create the first version of the Flourishing Family Ministry tool kit for faith communities. (Evangelicals, Catholics, Jewish, etc.)
uniquely for these channels.
3. PURPOSE AND PASSION FAMILY ASSESSMENT: an innovative tool designed to uncover and nurture your family’s unique purpose and passion. Built on 25+ years of research-backed motivational science, this online assessment caters to families seeking to cultivate their unique individual and family passions.
DELIVERABLE Create a fully custom assessment, building out a team to develop programs,
Powered by cutting-edge AI technology, it transforms your family’s purpose into
processes, and products
a guiding force. It adapts to the unique dynamics of families, uniting couples,
that fully integrate with the
teenagers, parents, grandparents, and family business partners. By aligning
Flourishing Family strategy.
purpose and passion, the assessment introduces skills and practices, fostering alignment and applying the 5 Wealth Capitals across generations.
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YEAR ONE
02. CONTINUED
D E P LO Y M E N T P H A S E 4. PUBLISHING: Building a sustainable and eventually scalable enterprise will require the development of a series of transferable books, handbooks, training manuals, and curriculum to bring this vision to life. In fact, one of the highest rated felt needs from our alumni is the need for fully interactive member curriculum and training materials. Over the next 4-6 months we intend to outline and created the “Core Resource” needed to ensure cultivation of the “Flourishing Four” wealth capitals. These published resources, whether digital or physical, will help to train and develop a scalable army of volunteers, fulfilling every role (currently seven major roles) of our peer to peer family mentoring strategy. All this will help to turn the “flywheel” on to our core process, helping to ensure we have a transferable and scalable model for years to come.
D E L I E V E R A B L E We will publish the Flourishing Family trade book, companion curriculum series, and the first volume (either spiritual or relational) in the five part series.
5. PRODUCTION: In this post-Covid era the need for “both/and” strategies to compliment live, in person, and one one one experiences is more important than ever. We will be exploring more and better ways to leverage the power of media to deliver and distribute all forms of teaching, training and testimonies. This model will also help to ensure that all live events will not just be a “transactional” event but a part of a “transformational” process for
PRODUCTION & PUBLISHING STRATEGIES
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Teacher: Inspirational principles and programs
•
Training: Helping leaders be leaders
•
Testimonies: Bringing your message to life
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Tools: Interactive Conversational Curriculum
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Technology: Secure and scalable platform
•
Together: Designed by families for families
years to come. We will embark on designing some of our “Flourishing Family Original “ content (e.g.Netflix) but also begin the process of systematically aggregating and curating the largest library of interactive content designed to help families flourish in all 5 wealth capitals. Over the next 4-6 months, we will design and deliver mutual determined resources. In addition, we will produce a half-dozen families on location in their natural environment, sharing their best practices and proven methods that help transform families from failing, fractured, or floundering to flourishing. Flourishing in all five capitals.
D E L I V E R A B L E Capture core content for the Flourishing Family six part curriculum/course with all teaching, training, and testimonies for selected families in their natural settings. In addition, we produce the first volume of the FF “Spiritual or Relational Capital” series.
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YEAR ONE
02. CONTINUED
D E P LO Y M E N T P H A S E 6. 7.
DELIVERABLE
PRODUCT DESIGN: Similar to numerous other projects we have developed
We will build out the design
over the years, we will be designing a fully customized “smart product design” or
and outline of the entire
operating system that helps to reinforce and replicate the Flourishing Family Core
FF line of products, including
Process (flywheel), Core Resources, and Core Vision and Values. Every published
FF Life, Family, and Business.
product, resource, program, tool, will leverage this proven process to help to
We will include securing
ensure families are truly flourishing in all 5 capitals and growing exponentially
licensing rights to all Family
in their impact around the world. Over the next 4-6 monthhs, we will begin the
Meridian products and
process of creating this template and will seek to integrate it with the Top 10
resources.
Flourishing Family (new and existing) products to be produced in the future. We will design and deliver mutually determined resources, including selected examples below. The working list includes the beachhead Flourishing Family Trade Book, companion video teaching series, Flourishing Family Business, Flourishing Family Legacy, Flourishing Family Compass, and rebranding several existing books to Flourishing Family Heritage, Flourishing Family Wealth Counseling, and Flourishing for Generations.
FLOURISHING FAMILY CONVERSATION SERIES
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REPURPOSE & REBRAND ALL CONTENT
CORE RESOURCES
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YEAR ONE
02. CONTINUED
D E P LO Y M E N T P H A S E
LIBRARY
8. PLATFORM DEVELOPMENT: We are introducing a breakthrough technology platform in a collaborative merger with Family Arc (soon to be renamed Flourishing Family Library) a powerful private family archive platform with over 10 years of development, literally millions of private records, and almost 500 families currently
Building a digital library with cinematic quality content from Families Helping Families – available anytime, anywhere families choose.
engaged. The synergy and alignment with the Family Arc Team will provide our families a proven resource to begin their multigenerational legacy library starting today.
•
Highly produced content featuring A-list collective, thought leaders and families helping families
•
Scalable model that fits for individual members, families, concierge and partner organizations
•
Web-based access to all teaching, training and testimonies
In addition, we will be building the most comprehensive and fully searchable digital library serving families of wealth with best practices, family wisdom, multigenerational family testimonies, and interactive conversations from over 10,000 families globally. The library will also include training and teaching from a group of hand picked service providers, organizations, ministries, and advisors all designed to serve our families with exclusive and relevant content for their whole family.
DELIVERABLE In partnership with Family Arc, we will design, build, and launch our first phase of the Flourishing Family content and community library.
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02. CONTINUED
YEAR ONE
D E P LO Y M E N T P H A S E 9. PARTNERSHIPS: Along with doing a full review of the current partner organizations, networks, non profits, ministries, conferences, foundations, collaborators, donors, and professional advisors to families of wealth. We will be doing a full “partnership mapping process” based on the existing and emerging models moving
DELIVERABLE Complete the FF Strategic Partner Mapping Process
forward. The need to expand and engage a growing network of partnerships will be
and engage the top 10
more critical than ever before. ( Possible Foundations, Grants)
most strategic partners who will accelerate our master plan, starting with Stanford University, Generous Giving and others.
10. PRIVATE “SMART MATCHING” SOFTWARE: Introducing a breakthrough fully confidential Flourishing Family “Smart Matching” Software that enables both individuals and entire families to connect with like minded people anywhere around the world. This
DELIVERABLE
cutting-edge platform merges secure smart matching with Flourishing Family’s vision of
Finalize the strategy, structure
empowering families to serve families over time. It also facilitates 1:1 mentorship, tailored
and systems needed to
learning, and fosters private communities of your personal choosing. Uniting families of wealth, it provides a personal mentoring pathway, with real-time video meetings and
engage our growing network of families online.
discussion boards. Provide flexible access through smartphones, computers or laptops, families can grow together with anyone, anytime they are available. Families with higher affinity will connect better in community and grow faster, and stay together longer. 11. PRODUCE SEVERAL FLOURISHING FAMILY EXPERIENCES: The first step in the Flourishing Family playbook will be to host a “Flourishing Family Experience” that will help them engage with the Five Capitals in a conversational setting. Leveraging the Flourishing Family assessment and either a video-driven experience or the 1-2 day experience with their families and friends will help them understand the power and potential of building a Flourishing Family. The Flourishing Family Experience will be facilitated in a live setting with one of our trained facilitators, but eventually will be delivered in a variety of online, digitaldriven experiences with their family and friends. The video stories and strategies that we capture from a select group of families will help to populate the Flourishing Family digital library and provide assets for our weekly newsletters and ongoing communications with our entire volunteer network.
D E L I V E R A B L E Produce a half-dozen live Flourishing Family experiences to populate our growing Flourishing Family library.
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02. CONTINUED
YEAR ONE
D E P LO Y M E N T P H A S E 12. PEER TO PEER MENTORING: Launch a comprehensive strategy to scale a volunteer network leveraging the power of professionally published and produced curriculum and coaching materials. We will outline and introduce models that will help to recruit, train, and develop a growing group of volunteer Flourishing Family Guides, Hosts, Champions,
DELIVERABLE Recruit Phase 1 (25) of the volunteer families and professional advisors to serve as guides, concierges, and champions
and a variety of other roles that will help engage our Core Process
and pilot the role out of our core
leveraging our Core Resources. This will all be supported by both in
process and core resources.
person and online meetings and training programs.
13. PLAYBOOK FOR BECOMING A FLOURISHING FAMILY: We are producing and publishing a series of mini handbooks, resources, and complete family playbook to help individual families and family offices flourish for generations to come. This creative tool kit is uniquely designed to help families of wealth become a “family first”. Beginning with the end in mind, families will be encouraged to produce legacy content and host
DELIVERABLE
family legacy experiences uniquely designed to take their families to
Build the Flourishing Family
the next level over time. This will be transferable, practical, and easily
Playbook 1.0
digestible for families of any size or stage.
14. PERSONNEL (PAID AND VOLUNTEER STAFFING MODEL) We are building a one-of-a kind staff-driven volunteer lead strategy to
DELIVERABLE
better scale and staff our team. Using proven practices for mobilizing and
We will install a process to
mentoring volunteer networks of Flourishing Family concierges, champions,
secure 250 professional
coordinators, community leaders, etc. to help turn the vision into reality. In
advisors and providers in our
addition, we will be building a vetted network of advisors, providers, and
Flourishing Family network.
partners to serve families in all five capitals.
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02. CONTINUED
YEAR ONE
D E P LO Y M E N T P H A S E 15. PROFESSIONAL CERTIFICATION: We will be designing and a possible online fully certified program called “Flourishing Family University” designed to help recruit, train, and develop a growing network of paid and volunteer roles helping to ensure quality control and intentional “next step” processes that align with the Mission, Vision and Values and are supported by all our core processes and core
DELIVERABLE Build out the seven roles,
resources. Building a scalable and sustainable program will require us not just
responsibilities & requirements
being aspirational but intentional as we care for and develop flourishing families
needed to be fully certified
that help other families flourish in a peer to peer mentoring community.
through FF University.
16. PROMOTION: We will do a deeper dive of all past communication and promotional strategies beyond word of mouth that we can learn from. At the same time creating new options for engaging, communicating, and recruiting families into our new offerings. We will be creating a few design templates for a monthly newsletter and a quarterly magazine that ranked high in early surveys from past events.
D E L I V E R A B L E Launch the first phase of our marketing materials, digital assets, and multimedia needed to serve our growing network of families.
17. PRIMARY EVENTS: There are numerous possibilities for live, online, and recorded events, but the current research showed an interest in hosting workshops and webinars for a few specific target audiences and hot topics. We will prepare several interactive online workshops on one of the following topics:
DELIVERABLE Launch the first four live FF Gatherings (forums), at least
Generation 1/2, Building the Family Business, For Spouses Only, Generation 2
two FF Online Event, and
panels, etc. Additionally, we will host and stage smaller forums and/or gatherings
stage the first Flourishing
specifically targeting Flourishing Family leaders, Flourishing Family women,
Family National Summit.
Flourishing Family students, Flourishing Family next generation, or Flourishing Family kids, or even Flourishing Family businesses.
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PLAN NING TIMELINE 1
P LAN N I N G
2
PROTOTYPING
•
Engage partners, players, and perspective families
•
Build out FF product line and phase 1 outlines
•
Begin interviewing and assessing family needs and interest
•
Build out the wireframe and strategy for the FF website and digital platform
•
Draft outline and first chapter of FF Book and Series
•
Plan first FF board and leadership team strategic planning retreat
•
Deep dive with existing board members
4
P UB LI S H I N G
3
PRODU CTIO N
•
Produce FF Book, Curriculum, and Spiritual Wealth Series
•
Stage and shoot multiple productions for all content
•
Finish draft FF Book and curriculum
•
Begin post production (editing, video, etc.)
•
Complete preproduction for entire project
•
Create marketing assets for all core resources and programs
5
PILOT
6
PRO GRAMMING
•
Complete all post production for the existing projects
•
Pilot FF Core Resources version 1 with Core Process
•
Implement core process with certified guides with 25 new families
•
Publish initial findings from our surveys, interviews, and core process
•
Launch and scale the Who Collective (public access)
•
Public facing platform for the guides to provide peer to peer mentoring
•
Publish version 1.0 Flourishing Family book and full color six part curriculum, and Spiritual Wealth Series
Pilot Concierge Model working with families and their guides
•
•
•
Pilot two online and onsite forums
Provide professionally published books, curriculum, and resources for the network
•
Engage strategic partners, collaborations, and institutions
•
Publish marketing campaign to secure deployment phase funding
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Pilot the certification program, membership offerings, and digital engagement
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M EET OU R BOARD KYLE CIRCLE, CO-FOUNDER, PRESIDENT AND BOARD MEMBER Kyle Circle is a fourth-generation farmer starting at 11 years old with a produce stand, today owning land vineyard, commercial, industrial & residential properties. Purchased from Robert Mondavi in 2003, Sierra Madre Vineyard, with 500 acres in Northern Santa Barbara County, CA, was a major grower for clients Joel Gott, Fess Parker, Hitching Post among others. it was sold to E & J Gallo Winery in 2018. Today Rancho Cañada de los Pinos is the latest 197 acre vineyard in Santa Ynez. Arriving in Franklin, TN in the late 90’s led to 15 yrs in the music industry. As a touring musician (drums for Katy Perry), Kyle spent most his music career in Christian music in A&R, artist management, branding, merchandise & concert promotion. In 2005 Kyle launched The Credit Card Machine Man, a credit/debit card processing company for 1000+ touring bands & non-profits with $1B+ in global transactions annually. In 2010 he cofounded & co-invented MobilePayUSA, a mobile payment and marketing app which was sold to PayMe Inc. 2013. He & his wife Alissa together founded Pollinate Media Group in 2012, which connects industry leading brands with over 5,500 top digital influencers publishers, having paid out multi 8 figures reaching 230MM+ impressions a month. Ran his family’s foundation for 14 yrs providing grants and mentorship to 50 non-profit organizations. Chaired the national board for Standing Stone Ministry 2017-2021 where they served 5,000+ ministry leaders of all denominations committed to preventive care & discipleship to church, para church and missionary leaders. Kyle & Alissa have been married for 19 yrs with two children Katelyn (15 yo) & Brayden (14 yo), attend Oceans Church Irvine, CA and The Belonging Co church in Nashville and serve on multiple for/non-profit boards.
LO N NIE GIENGE R, CO-FOUNDER AND CHAIRMAN OF THE BOARD Lonnie’s passion is developing families and companies that have a lasting positive impact on society. For the last 20 years he’s been learning to lead his family as strategically as he leads businesses and he regularly receives requests to coach families of influence around the world on pathways to create multigenerational family legacy and impact. He is CEO of Wilkinson Corporation, a national real estate investment and asset management platform that has transacted on over $3 billion of real estate creating strong impact results and investment returns. He has also been Chairman and CEO of a senior housing ownership and operations company from start up to over 2000 employees in 18 states.
LONNIE GIENGER
C HAIRMAN OF BOARD OF DIRECTORS
For nearly 25 years Lonnie has been co-founder/chairman of two leadership development firms. Ministry Advantage is a non-profit that provides leadership coaching to the senior leaders of hundreds of the most effective churches and non-profit organizations around the world. And Business Advantage is a for-profit company that has had long term coaching engagements with thousands of Presidents and CEO’s around the country. His journey of learning to maximize impact through both the for-profit and nonprofit sectors lead him to author the transformational book, Beyond Business, How Your Company Can Build a Better World and to host the popular podcast, Systems for Success. Lonnie has been married for 40 years to his childhood sweetheart, best friend and fellow entrepreneur, Shelley. Their four adult children and their spouses all lead thriving businesses that
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M EET OU R BOARD J E RRY NUE RGE, CO-FOUNDER AND BOARD MEMBER Jerry is the founder of Family Meridian, birthed in 2013 and has a rich background in family coaching and financial planning. He also has experience leading local chapters of several organizations, such as the Society of Financial Service Professionals and the National Estate Planning Council. At age 25 he put a group together to purchase the Toledo Hornets Hockey Team, a minor league ice hockey team and ran it for three years. For more than 51 years Jerry was part of the financial services world as Financial Independence Group with Northwestern Mutual and has been a member of the Strategic Coach program for over 25 years. Officer & President of International Association of Advisors in Philanthropy. Assisted families in transferring nearly $1 billion in assets to family members or direct them to Charities. Next 10 years would like to increase the number above to $5 billion. Active as a consultant, writer and speaker he authored The Priceless Gift and has contributed to three books: Family Wealth Counseling: Getting to the Heart of the Matter, unHeritage: 11 Pitfalls to Family Legacy and How to Avoid Them, and unPrepared: Heirs At Risk. Married to Sharon, since 1967; Jerry has 3 children and 8 grandchildren, all of whom live near his home in Fort Wayne, Indiana.
WEN DY RODGE RS, BOARD MEMBER Wendy joined Gleneagles in 2021 as Chief Family Officer and Relationship Manager. Prior to Gleneagles, she served as Vice President, National Relationship Management of the Signatry, a Christian foundation that has helped families, advisors and ministries send more than $2 billion to charities across the globe. Wendy is a third-generation family business owner and former corporate leader. She spent much of her career in diverse roles for Fortune 100 and Fortune 500 companies, including Dow Chemical, DuPont and Chick-fil-A, Inc. Within her own family, Wendy currently serves as Director, Griffin Family Investments, LLC and Director, Griffin Family Foundation, where she works in partnership with strategic advisors and family members. Wendy received her undergraduate degree in International Business from The University of Georgia. She has also completed an executive program at the Kellogg School of Management at Northwestern University and a certification in Private Wealth Management at the University of Chicago Booth School of Business. Wendy lives in Richmond, Virginia with her husband and three daughters, but her family roots are in Georgia.
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M EET OU R TEAM
BRETT EASTMAN
JEFF MILLER
SEAN FOY
HARRIETTE BURRELL
Director of Vision & Strategy
Senior Project Manager
Director of Strategic Partrnerships
Director of Marketing
JOEL GABRIELSEN Media Director
JEREMIAH MCLAMB Director of Photography
DENISE JOHNSON Director of Finance
AMANDA BLAKE Art Director
TODD YATES Executive Video Producer
KERI WYATT KENT Digital Media Manager
ALLEN WHITE Senior Project Manager
HANNAH SERRANO DIAZ Media Productions
TOMMY OWEN Web Developer
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TIM MCMAHAN Web Designer
WILLIAN HELLMUTH Executive Producer
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M EET OU R TEAM BRETT EASTMAN DIRECTOR OF VISION & STRATEGY Brett Eastman’s journey has spanned diverse realms, commencing in Silicon Valley before embracing a calling to ministry. Holding pivotal roles at Saddleback Church, he led in small groups, assimilation, and leadership development, contributing to the iconic 40 Days of Purpose Campaigns. Collaborating with Rick Warren, these campaigns propelled countless churches worldwide using the bestselling Purpose Driven Life book. Later, Brett authored the Purpose Driven Small Group Series titled “Doing Life Together,” published by Zondervan. In 2006, he founded LifeTogether, a ministry dedicated to advancing the global small group movement. With numerous accolades, LifeTogether crafts resources for top Christian publishers, faith-based nonprofits, and denominations. United through Kingdom Impact Network (KIN), Brett and Kyle Circle share a mission of catalyzing the fulfillment of the Great Commission among multigenerational families. Brett’s academic achievements include a B.A. in Marketing from San Diego State University, a Masters of Divinity from Talbot School of Theology at Biola University, and completion of a Business Management Program from Kellogg School of Management at Northwestern University. Married for 40 years to his high school sweetheart, Dee, Brett has resided mainly in California, with a Chicago stint at Willow Creek Community Church. Their family includes five children: Joshua (33), Breanna (32), and triplets Melody, Meagan, and Michelle (30).
B RI A N D O N AG H Y DIRECTOR OF TECHNOLOGY Brian is a dynamic leader with a proven record across diverse roles. As Chief Archivist at Archivista Inc. since June 2020, he drives archival intelligence, overseeing Archivista.com, FamilyArc.com, and Family Archives Foundation. As CEO and CIO of Broadhorn Capital since 2005, Brian nurtures early-stage enterprise infrastructure tech firms, including Archivista.com and FamilyArc.com. Simultaneously, he leads Broadhorn Farm’s sustainable 100% Grassed Beef operation in lowa. As an Entrepreneur In Residence at Growers Edge, Brian played a pivotal role for four years in developing the Growers Edge intelligence platform. Notably, he also drove automation at Appcore®, streamlining cloud computing processes and showcasing his visionary acumen. Brian’s laser focus and dedication, coupled with his ability to materialize ideas, defines his leadership. His relentless commitment and grasp of start-up growth stages make him an incredible asset to any organization. Brian Donaghy transforms vision into successful outcomes.
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