Black Briefcase® is our signature program designed to provide Black professionals and corporate executives with the money rules that lead to financial success. Black 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 Black households. Black professionals are far less represented regarding financial asset holdings, from real estate to retirement accounts, investment funds, or direct stock ownership.
Participants who attend Black Briefcase® come away with strategies that strengthen their financial outlook, narrow the economic wealth gap, and prepare their heirs to inherit wisdom and wealth.
WHAT IS A BLACK CASE BRIEF?
A case brief summarizes the main points in a legal decision. Each brief reduces a complex document to its key principles. Leaving a legacy is like practicing law. Our legacy case briefs will help your family connect your words, continue your wisdom, and curate your wealth. Black case briefs are available upon request.
WHAT'S INSIDE THE BLACK BRIEFCASE®
Providing a financial lens for environmentally and socially conscious women.
An aged-based financial literacy program for younger generations.
Every rung brings participants closer to the life and the legacy they envision.