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Investing In The Future.

FIFTH GENERATION FELLOW PROGRAM
An investment in the future. One child, one family, one legacy at a time.

Take your family's future to the next level.

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The Fifth Generation Fellow Program is a three-month fellowship designed to invest in the long-term success of youth by strengthening the financial knowledge, leadership capacity and generational vision of both children and their families. Each year, the program selects five exceptional young people to participate in a cohort-based experience that centers family, legacy, and opportunity.

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While the fellowship award is granted to the child, the program is intentionally built around a shared family commitment, recognizing that sustainable success is rooted in collective mindset, planning and intergenerational strategy.​

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By investing early and intentionally, the program empowers young people and their families to make informed decisions about money, education and legacy. 

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Our Fifth Generation Fellows:

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Fellows and their families participate together in a monthly virtual education series that blends practical knowledge with forward-looking strategy. Sessions are designed to be engaging, accessible and immediately applicable, fostering shared learning and meaningful family dialogue.

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Core focus areas include:

  • Financial planning and wealth-building fundamentals

  • Estate planning and generational strategy

  • Leadership development

  • Education and career pathways

  • Family health, legacy and values alignment

Application Opens May!

Program Highlights​

  • $500-$1,000 UTMA investment account awarded to each Fellow
    (Owned by the child and accessible at age 18)

  • Expert-led sessions

  • Exclusive invitation to the Heritage Summit for Fellows and their families

Fellow Selection Criteria

Applicants must meet the following requirements:

  • Family with children aged newborn to 12th grade

  • Demonstrated family participation commitment

  • Minimum 3.0 GPA 

  • Involvement in one or more extracurricular activities

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Selection is based on academic readiness, leadership potential, family commitment and alignment with the program’s mission.

MEET THE FELLOWS
The future we are investing in.

Coming Soon!

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