The Challenge
Millions of first-generation professionals have achieved career success — yet carry the emotional and financial obligation of supporting their parents.
Current solutions are reactive, stressful, and piecemeal. Without a plan, wealth potential is delayed or lost.
Our Solution
XGI helps families establish family investment trusts — co-owned by parents, adult children, and siblings — generating passive income for retirement while compounding wealth for the next generation.
Plan, invest and grow together.
Is this for you?
Are you the first in your family to achieve professional and financial success?
Do you financially help your parents or family?
Are your own milestones stressful, like buying a house and paying off debt?
Are you looking for family wealth solutions without the jargon or gatekeeping ?
Are you between 25 and 45 years old?
How it
works
Connection
Join others who are eager to change the narrative of their legacy from sacrifice to lasting wealth.
Clarity
Calculate your monthly contributions and pooled funds across family members.
Confidence
Create your family legacy trust and joint ownership investment fund.
Commitment
$45 cost, including a $95 commitment fee and $50 refund after 100% attendance
Sign Up & Learn More
Making sure sacrifices of the past become investments in the future.
Pilot fee applied after initial onboarding session for attendees interested in participating. NO ONGOING FEES AFTER PILOT.