MORE ABOUT THE SUMMER INSTITUTE
The Summer Institute provides an annual forum and an ongoing community for addressing the challenges and opportunities of wealth in a confidential setting. 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. It is a unique and powerful experience for everyone who attends. It is our vision to "provide a safe and broad-minded community for people who have inherited wealth to share their individual experiences while growing and learning from others in an atmosphere of fun and friendship, respect and discovery." Now in its twenty-second consecutive year, the Summer Institute was established as an annual retreat to address the personal and interpersonal issues that accompany substantial inherited wealth.
Who runs the Summer Institute?
One of the unique features of the Institute is that the program is facilitated by Institute Alumni. The "faculty" is made up of men and women who have addressed the challenges and opportunities of wealth and who 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 and/or family businesses. The mix of generations adds to the diverse learning and sharing experience. The age span is generally from mid-twenties to mid-fifties, and all participants have a desire to change and grow.
Some attendees come alone. Others attend with their spouses. Family groups (adults only) are also common. Alumni have returned with their parents, spouses and adult children. In short, all are welcome. However, attendance is limited to 25 participants.