Generational Wealth & Stewardship Series™

Legacy by Design Pathway™
8 Modules | 8 Contact Hours | Certificate Awarded | 180-Day Access

Build What Outlasts You

Generational wealth is more than what you accumulate. It is what you intentionally build, protect, steward, share, and prepare others to carry forward. The Generational Wealth & Stewardship Series™ is an eight-module leadership development experience that expands the meaning of wealth beyond financial resources to include knowledge, opportunity, relationships, ownership, values, and community impact.

Through practical reflection and applied learning, you will examine how today’s decisions can support personal stability, family advancement, stronger communities, and an enduring legacy. The series centers responsible stewardship, intentional transfer, and the question that anchors the Legacy by Design™ Pathway: What am I building that will outlast me?

Grounded in the CODE Framework™ and Guided by the Purple Emergence Methodology™

Every Leadership Pathway™ within the Center for Leadership Excellence is grounded in the CODE Framework™—Competence, Oversight, Documentation, and Execution—and guided by the Purple Emergence Methodology™, which emphasizes self-discovery, intentional growth, authentic leadership, and lasting impact. Together, these frameworks help learners transform leadership knowledge into purposeful action.

What You’ll Learn

• Redefine generational wealth as a multidimensional legacy of resources, knowledge, opportunity, relationships, values, and impact.
• Strengthen the leadership principles that support financial stability, responsible resource management, and long-term capacity.
• Understand how ownership, assets, knowledge, networks, and opportunity can create enduring value across generations.
• Develop greater clarity around the values, responsibilities, communication, and preparation that support responsible transfer.
• Recognize continuity and succession risks and the importance of intentional documentation and professional planning.
• Connect personal and family stewardship with broader community wealth, opportunity creation, and collective impact.
• Create an integrated stewardship vision for what you want to build, preserve, transfer, and strengthen over time.

Who Should Enroll

• Emerging leaders
• Supervisors and managers
• Directors and executives
• Entrepreneurs
• Educators
• Nonprofit and community leaders
• Professionals preparing for leadership roles
• Anyone committed to personal leadership growth

Series Modules

Module 1: Redefining Generational Wealth: From Accumulation to Stewardship™
Expand your understanding of generational wealth beyond money and begin defining the resources, values, knowledge, relationships, and opportunities that can create lasting value across generations.

Module 2: Building the Foundation: Financial Stability & Resource Stewardship™
Explore the leadership principles behind responsible resource management, financial resilience, risk awareness, and the stable foundation required for long-term stewardship.

Module 3: Creating Enduring Value: Ownership, Assets & Opportunity™
Examine how income, resources, assets, ownership, and opportunity differ, and consider how thoughtful ownership can transform short-term resources into value that can endure.

Module 4: Passing More Than Money: Knowledge, Relationships & Opportunity™
Discover how education, institutional knowledge, mentorship, networks, access, experiences, and opportunity can become powerful forms of intergenerational wealth.

Module 5: Values, Family Governance & Shared Responsibility™
Explore how shared values, communication, expectations, roles, and boundaries can help families and intergenerational communities steward resources with greater clarity and responsibility.

Module 6: Preparing for Continuity: Transfer, Succession & Stewardship™
Examine the leadership principles of continuity, succession, documentation, preparation, and responsible transfer so your legacy does not depend entirely on your continued presence.

Module 7: Beyond the Household: Community Wealth & Collective Impact™
Consider how resources, knowledge, philanthropy, mentorship, access, and opportunity creation can strengthen communities and expand the reach of your legacy.

Module 8: Stewardship in Action: Designing an Intergenerational Legacy™
Integrate the full stewardship journey into an intentional vision for what you want to build, preserve, document, transfer, and strengthen across generations.

CODE™ & Purple Emergence Alignment

Throughout this pathway, learners strengthen the four dimensions of the CODE Framework™—Competence, Oversight, Documentation, and Execution—while progressing through the Purple Emergence Methodology™, developing leaders who lead with authenticity, reflection, purpose, and intentional action.

Completion Information

Course Hours: 8
Certificate: Awarded Upon Successful Completion
Access Period: 180 Days

Course completion does not remove access during the enrollment period. Certificates remain available throughout the active access period.

Continue Your Learning Journey

Leadership development is a lifelong journey. Continue building your knowledge, expanding your influence, and strengthening your impact by exploring additional Leadership Pathways™ through the Center for Leadership Excellence at the Purple Sheep Institute™.

Leadership Reflection

“Legacy is not only what you leave behind. It is what you intentionally build, protect, teach, and place in the hands of those who come after you.”
— Purple Sheep Institute™