Intergen.Family was born from a foundational impulse to answer the Great Transfer of Care—the profound challenge to transform private wealth into generational trust and positive impact. We recognize that the Great Wealth Transfer unfolds during a credibility recession, demanding that high-capacity leaders prioritize stewardship, relationships, and public benefit over financial metrics alone. Our goal is to contribute to a Wisdom Infrastructure: a high-trust, essential social fabric where collaboration, conscience, and purpose guide capital deployment toward holistic solutions.

The foundation for this work stands upon over a decade of deep expertise. Our co-founders initiated this journey in 2005, participating in pioneering transformation and civic movements. Their personal experiences were then formalized through the NEXUS Global Summit (2011-2017), where they developed purpose-driven programs for a crucial Millennial demographic. In 2018, we launched our inaugural dedicated intergenerational program track at the Family Office Association (FOA). Since then, Intergen.Family has contributed principled rigor to discussions at the highest levels of capital instrumentation and deployment.

Our vision was further validated (2020-2023) through key collaborations, including the James E. Hughes, Jr. Foundation support for the “Wealth as Wellbeing” series. Our successful Re-emergence and Growth in 2023, marked by the World Logic Day in Austin, solidified our strategy: moving beyond convening to catalyzing action and change through individual, organizational, and collaborative partnerships that address the need for impactful and systemic capital deployment.

Today, we operate as a high-trust association by purpose, rooted in the Sacred Imperative to use wealth for social good. Our ethos is governed by Relational Affirmation—a living practice where principles are made real through mutual contribution, moving beyond traditional, top-down models. We leverage the Power of the Emergent to constantly convene the right Generational Stewards, Purpose-Driven Innovators, Trusted Advisors, and Intergenerational Catalysts for the most relevant dialogues of the moment.

Our strategic plan focuses on implementing and scaling a tiered model of engagement, including Fellowship Cohorts and bespoke Intergen delegations. This is sustained by our Steward Fellows, who contribute their time, talent, and treasure to build the organization from the inside out. This structure ensures every contribution directly funds the mission, cultivating leaders who view their wealth as a vehicle for public trust and enduring legacy.

Project Director Bio:

​Sofia Sunaga is Co-Founder and Executive Director of Intergen.Family, a high-trust association dedicated to transforming the Great Transfer of Care into a Wisdom Infrastructure for public good. Grounded in a commitment to intellectual humility and listening, her work focuses on bridging systemic divides between private capital and “glocal”—global-and-local—challenges.

Drawing on 15 years of experience in international development (Inter-American Development Bank in Washington, D.C.) and her perspective as a Brazilian-Japanese global citizen, Sofia strives to cultivate new kinds of dialogue for effective action. She champions Relational Affirmation—a practice to unify disparate views through prioritizing understanding over pre-existing answers, co-creating wisdom from collective intelligence, and validating perspectives with real-world action.

Her sector leadership is demonstrated through co-creative roles, such as having served as Co-Chair of the Purpose Lab within NEXUS and being the core strategic force behind the Intergen Program Track at the Family Office Association (FOA). In all her efforts, Sofia introduces principled rigor and a holistic perspective to discussions of family legacy, always in service of building collective capacity. She holds an interdisciplinary M.A. from Georgetown University and a B.A. from the University of São Paulo, Brazil.