Joe Sugg, Generational Wealth Advocate

I focus on the 85% that decides whether wealth lasts.
Trust, communication, and heirs ready to carry it... the part most advisors aren't paid to watch.

Book a talk

What a talk brings to a room

Joe Sugg, Generational Wealth Advocate, works with first-generation business owners and their families on the 85% that decides whether wealth lasts... trust, communication, and heirs ready to carry it.
The family defines itself before outside noise defines it for them.

His talks give a room the language, the structure and the first conversation a family needs... before the money moves.

Nobody at the table has the full picture to speak for your family.
These talks are about taking that seat.

Keynotes

The 85% That Decides Whether Wealth Lasts

You've done the 15%. The will. The trust. The entities. They're in a drawer.
The part that decides whether any of it lasts isn't in the drawer.

For owner, couple and faith-business rooms, and client events hosted by banks, trust companies, RIAs and law firms.

Built to Provide

You built a business that provides.
Providing isn't the same as leading the business of family.

For owner and men's rooms. Adapts for couples.

The Most Generous Thing You'll Ever Do Is Sign Payroll

Generosity is bigger than donating.
A job. A paid invoice. A product that solves a real problem. An investment in someone else's business.

For generosity gatherings and faith-business rooms.

The Conversation Your Plan Can't Have for You

Your estate plan can tell your kids what they get.
It can't tell them why.

For couples, families and client events.

Who Am I When I Sell?

The deal closes on a Tuesday.
On Wednesday, nobody calls you for a decision.

The family side of a sale... identity, purpose and roles. Never the deal itself.

One Family, Many Seats

Every professional you hire looks at your family from their own seat... and reads your intake form.
A family that has defined itself makes every professional's work better.

Built for sponsored events where the host is the hero.

Workshops

How Your Family Actually Operates. Each person's natural approach, measured with Kolbe and DISC, instead of guessed.
Your First Family Meeting. Who's in the room, how to start it, what not to say.
Preparing Heirs. Roles, not just receipts.
The B.S. Audit. Belief systems... what we caught, taught, or thought was true... and the blind spots they create.

Family conversation events

A turnkey evening for your clients.
You host and invite. Joe Sugg, Generational Wealth Advocate, leads a conversation on the 85% that decides whether wealth lasts. Couples come together. Adult children are welcome.
It's never a pitch.

Plan an event

Who these talks are for

First-generation business owners and their spouses
Faith-business and generosity gatherings
Private-client events for banks, trust companies, RIAs and estate law firms
Owner associations, real estate investor groups and peer forums

About Joe Sugg, Generational Wealth Advocate

Joe Sugg, Generational Wealth Advocate, is the founder of HeyFi Generational Wealth Advocates, a family governance firm for first-generation families.

Over 25-plus years, he advised families with, collectively, billions in assets. He is a former Managing Partner of a multi-family office with nearly $1 billion under advisement.

Before that, he served in full-time vocational pastoral ministry, which he left in 2001.

He has been the product salesman and the fundraiser.
He is neither now.

He is certified with Kolbe Corp, and is a Maxwell Leadership Certified Coach, Speaker and Trainer and a Maxwell Leadership DISC Certified Consultant and Trainer.

He has run his own family office since 2005.

He hosts F'd Up Wealth with Joe Sugg, Generational Wealth Advocate... Faith, Family, Financial freedom and Fun.

He lives in Colorado Springs and travels for the right room.

What people say

Your greatest strength is your sense of presence... you can just stand there and people will ask, what am I supposed to do?

Jeffrey Hayzlett, Chairman & Founder, C-Suite Network

I have no doubt that working with Joe Sugg he's going to get shit done!

Tricia Benn, Chief Executive Officer, The C-Suite Network

Emcee intro, for hosts

"Our next speaker spent 25-plus years advising families with, collectively, billions in assets. Today he focuses on the 85% that decides whether wealth lasts... trust, communication, and heirs ready to carry it. Please welcome Joe Sugg, Generational Wealth Advocate."

Booking

Tell us about your audience, your date and what you need the room to walk away with.
We'll come back within two business days.

Book a talk