GENERATIONAL RETENTION IMPACT INDEX

Education services, namely, providing workshops, training programs, assessments, instructional presentations, and interactive online learning experiences in the field of family continuity measurement, generational readiness analytics, and governance-based risk evaluation; and distributing educational materials, namely, technical publications, digital calculators, assessment reports, and instructional guides, all featuring a structured educational methodology known as the Generational Retention Impact Index for teaching families and advisors how to evaluate the structural impact of governance and alignment on multigenerational wealth stewardship.