CLIMB ECONOMIC CLUB

Building Inter-Generational Wealth:

Lessons Learned from the Family Office Model

CLIMB USA’s Forum on Wealth returns to Milwaukee, bringing together corporate, foundation, community and thought leaders for a timely conversation about building sustainable pathways to wealth.

Together, we’ll explore strategies that connect financial education, investment, economic opportunity and community collaboration to help more individuals and families build wealth that lasts for generations.

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Join us as we move from conversation to action and help shape a more prosperous future.

Wednesday, November 18, 2026 | 11:30am - 1pm CST

Milwaukee Athletic Club | 758 N. Broadway, Milwaukee, WI

Tickets: $150 | Parking will be validated for guests.

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Nov 18, 2026, 11:30 AM – 1:00 PM CST
CLIMB Forum on Wealth: Building Inter-Generational Wealth - Lessons Learned from the Family Office Model
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Nov 18, 2026, 11:30 AM – 1:00 PM CST
The MAC | Milwaukee Athletic Club, 758 N Broadway, Milwaukee, WI 53202, USA
Join CLIMB USA for the 2026 Forum on Wealth, an engaging afternoon focused on creating a strategic blueprint for building intergenerational wealth. Come ready for fresh perspectives, meaningful conversation, and actionable ideas for building stronger financial futures across generations.

CLIMB Economic Club

Addressing the Wealth Gap: Focus on Solutions

The wealth gap has been generations in the making and it will require collaborative, systemic solutions to mitigate the gap over time.

CLIMB USA is forging a collective impact approach to empowering individuals and communities to build wealth through education, policies and systems.

The CLIMB Economic Club will curate and showcase data and best practices for a more equitable and distributive model of asset ownership within American Society.

Background: On a national scale, Economic Clubs have served as a way to encourage dialogue among leaders who are dedicated to advancing the domain of economics and business for decades. The most well-known Economic Clubs are the Detroit, New York, and Washington DC Economic Clubs.

The CLIMB Economic Club (CEC) was established to host forums to explore and discuss economic issues that are pertinent to under-resourced families and communities. The CEC Forum Topics are curated and planned by the CLIMB Economic Club Roundtable which is comprised of nationally renowned economists, thought leaders, and enlightened business executives.