Personal and Family Consultation

Navigating Relationships, Wealth, & Well-Being

Personal Consulting for Individuals and Families, and a Resource for Advisors

Transitions in Career | Family | Life | Based on One Simple Idea | Fit

Shawn T. Mason, PhD

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What Questions Are You Asking?

Model of Transitions

Consider the number of physicians and business owners in the top 1-2% income bracket in the U.S., especially those who didn’t come from such affluent

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How it Works

Thriving

Services

Family Enterprise Consulting is Evolving

“Wealth 3.0 is notable for its focus on strengths, inclusion, collaboration, and rigorous professional practice. Drawing from the burgeoning field of positive psychology, it emphasizes possibility, positivity and creativity using the strengths and resources individuals and families already have.”

Dr. Jim Grubman

World Renowned Family Wealth Consultant and Thought Leader

“We tend to thrive when we see opportunities for growth, not when we are in defensive mode.”

Dr. Jim Loehr

World Renowned Performance Psychologist and Thought Leader