Want to be a good ancestor?
Join the Stewardship Circle
June 16 to November 14, 2025
(Virtual)
After 20 years of visioning, strategy, and systems engineering work, I’ve learned that true transformation requires more than a flipchart. It demands clearing unhelpful narratives, engaging the body as well as the mind, and grounding decisions in personal integrity—ensuring that whatever path we choose is truly our own.
The Stewardship Circle is a five-month journey for wealth stewards, blending strategic planning with embodiment practices, visionary speakers, curated discussions, and peer learning—all paired with personalized coaching.
✓ Reinvigorate your legacy vision.
✓ Align resources and relationships.
✓ Harness your boldness in new ways.
Participants will leave with a legacy blueprint—a clear, actionable plan to create an enduring impact.
PROGRAM HIGHLIGHTS
Month 1: Perspective
Experience your legacy as part of a larger, shared story. Evolve your vision with clarity and purpose.
Month 3: Vision
Crystalize your legacy vision, ensuring it is rooted in your values and addresses real needs.
Month 5: Getting Started
Take decisive steps. A full day of dedicated consulting helps launch your vision.
Month 2: Clearing
Examine your relationship with wealth. Redefine the narratives that shape your choices.
Month 4: Legacy Blueprint
Prioritize key actions, such as enterprise alignment, impact investing, and onboarding family members.
Why the Stewardship Circle?
Stewarding wealth has never been more important—or challenging.
More young people than ever are managing incredible wealth and often need support in clearing money stories and grounding themselves in their personal values to become effective stewards.
Executives of family businesses and foundations may face challenges in integrating family members—including spouses—into the enterprise's vision and values while ensuring their stewardship creates a legacy greater than the sum of its parts.
As wealth grows, so does the potential for exploitation. When relationships and trust are involved, staying true to one’s authenticity becomes more important than ever.
The Stewardship Circle is where these challenges meet thoughtful solutions.
Your Facilitator:
Rob Sassor
Rob has worked with visionaries and mavericks from the start.
From supporting Dr. Muhammad Yunus in expanding the Grameen Bank, to collaborating with Jane Goodall, Ph.D., DBE, to safeguard the famous chimpanzees of Gombe, to designing NASA initiatives that accelerate biodiversity conservation—Rob has helped leaders turn ideas into lasting impact.
Rob holds a Master’s in Conservation Leadership from the University of Cambridge.