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Black Briefcase

Black Briefcase<sup>TM</sup>

Black BriefcaseTM

Black BriefcaseTM is our signature program designed to provide Black professionals and Black corporate executives with the money rules that lead to financial success. African American families are highly motivated to achieve financial stability but face significant headwinds to wealth accumulation and intergenerational transfers. A lot of mainstream financial advice assumes that everyone has similar information. In reality, different conversations are happening in many African-American households. African Americans are far less represented when it comes to financial asset holdings, from real estate to retirement accounts, investment funds, or direct stock ownership. Not everyone is ready to inherit wealth. Participants who attend Black BriefcaseTM come away with strategies that strengthen their financial outlook, narrow the economic wealth gap, and prepare their heirs to inherit wisdom and wealth.