RiverTree · Boulder · Wealth in Flow · Dream Tank

The conversation
you've been
waiting to have.

Wealth, legacy, and what your time is calling for next — explored in a community of people asking the same questions.

Three doorways into the work — RiverTree Membership, Wealth in Flow Advisory, and the Dream Tank Systems Change L.A.B. Each one stands alone. Many move between them.

What We Are Building

A wealth and wellness ecosystem,
and the work that flows through it.

Doorway 01

RiverTree Membership

Founding belonging in a wealth and wellness ecosystem.

RiverTree is a community in Boulder, Colorado where wealth holders, founders, operators, and aligned families come together — to gather, to deal-flow, to design what their wealth is meant to do, and to build a new kind of family home for their mission.

  • Riverside as your mission family home
  • Curated convenings and gatherings
  • Mentorship across the twelve branches
  • Deal flow, project incubation, the Origin Circle
Doorway 02

Wealth in Flow Advisory

1:1 wealth and legacy architecture.

For wealth holders, family offices, and the rising generation navigating aging portfolios, values in transition, and the question of what gets passed forward. The 25-year practice that sits upstream of allocation — naming what your wealth is actually positioned to carry into the next generation.

  • Wealth Clarity Session
  • Wealth & Legacy Design Intensive
  • Family Legacy & Meaning Intensive
  • Strategic ongoing advisory
Doorway 03

Dream Tank Systems Change L.A.B.

A decade of work, made replicable.

The Local Action Blueprint methodology — integrating a Nobel Peace Prize–credentialed framework with award-winning healing science. For 501(c)(3) sponsors, foundations, and place-based funders ready to fund what comes next in our communities.

  • Active pilot · Boulder & Golden, CO
  • Providence · Brown University partnership
  • Nairobi · pending funding
  • Sponsor a branch, fund a city
Reach Out

Tell me what's calling you.

A few quick questions, then I'll be in touch personally within a few days.

Your information stays with me. No lists, no spam.