Mooathon Wealth Society Launches Intergenerational Wealth Dialogue Program Led by Christopher Caldwell
The new initiative fosters meaningful financial conversations between generations to strengthen family legacy and long-term planning.
Mooathon Wealth Society has announced the launch of its Intergenerational Wealth Dialogue Program, a family-centered initiative developed under the leadership of founder Christopher Caldwell. The program is designed to support families in building shared financial understanding, bridging generational gaps, and fostering long-term wealth preservation through structured education and guided communication.
In a time when financial perspectives can vary widely between generations, the initiative provides a platform for parents, children, and grandparents to engage in honest, constructive conversations around values, priorities, and legacy. The program combines financial literacy training with family facilitation strategies to help participants align on goals and responsibilities.
“Financial knowledge should not end with one generation—it should evolve and expand,” said Christopher Caldwell. “This program helps families preserve not only their capital, but also the wisdom behind how it’s used.”
Core features of the Intergenerational Wealth Dialogue Program include:
Family Wealth Planning Workshops that introduce principles of transparency, stewardship, and shared vision
Legacy Conversation Toolkits with step-by-step guides for addressing sensitive financial topics across age groups
Multi-Generational Case Studies showcasing real-world scenarios of successful and failed wealth transitions
Private Consultation Tracks for families seeking customized facilitation and planning support
The program is open to Mooathon members of all backgrounds, and is especially tailored for families preparing for business succession, estate planning, or large financial milestones. Virtual and in-person sessions will be offered throughout the year, along with a companion workbook that includes conversation templates and intergenerational planning exercises.
Mooathon Wealth Society’s new initiative reflects its growing emphasis on holistic wealth education—teaching not only how to grow capital, but how to sustain and share it with purpose across time. With this program, the organization continues to position itself as a leader in values-based investor education.
About Mooathon Wealth Society
Mooathon Wealth Society is a global financial education platform founded by Christopher Caldwell. Through strategic learning, mentorship, and family-centered initiatives, it empowers individuals and households to build and transfer wealth with clarity, confidence, and integrity.
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Organization: Mooathon Wealth Society
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