MORE ABOUT THE SUMMER INSTITUTE
Now in its twenty-ninth consecutive year, the Summer Institute was established as an annual retreat and an ongoing community to address, in a confidential setting, the personal and interpersonal issues that accompany substantial inherited wealth. Protection from outside solicitation is paramount to our purposes. The Summer Institute has been described as a seminar, a retreat, a network in action, a growth experience and a reunion of friends.
Who runs the Summer Institute?
One of the unique features of the Institute is that the program is facilitated by Institute alumni. The program is created and presented by men and women who have addressed the challenges and opportunities of wealth and have committed to share their experience and expertise with others in similar circumstances. The Summer Institute is a self-supporting organization and accepts no outside contributions or sponsorships.
Who attends the Summer Institute?
Participants of the Summer Institute are members of families with multi-generational wealth. Participants have ranged in age from their twenties into their seventies, with a majority in their thirties through sixties, and all participants have a desire to change and grow.
Many attendees come alone while others attend with their spouses or partners. Family groups have included adult siblings, and parents with their adult children and partners.