Dr. Rebecca Trobe
Rebecca Trobe, Psy.D., works at the intersection of money and meaning, family and leadership. In addition to her long tenure as an executive coach, Rebecca has spent many years within the family office, family wealth and family foundation space working with families and their advisory teams on multi-generational transitions related to wealth, generational succession, governance, stewardship and philanthropy.
Rebecca employs her clinical background to educate, advise and facilitate, guiding clients to articulate their values and develop strategies to align them with their goals + leadership + impact vision. Additional expertise lies in working on the process and deliberation around blending/blended assets with couples, families and co-founders negotiating and navigating succession, nuptial agreements and joint decision-making over the lifespan of a shared venture.
The work involves exploring vision, mission, metrics, purpose and behavior with a specific lens on transforming the often challenging and specific power dynamics within these contexts that interfere with success, cohesion and optimum impact/ performance. Rebecca’s clients are driven by the desire to make and influence significant impact and are often found at the helm of a double or triple bottom line (people, planet, profit) mission/vision, ideally one that transcends their own lifetime.
Over the last 20 years Rebecca has worked in a range of professional coaching/consulting roles,including: Family Wealth Consultant within the Wells Fargo (Abbot Downing) National Family Office/Family Dynamics Division, Co-founder and Managing Principal of The Wealth Legacy Group, Partner at Schaffer & Combs, Consultant/ Advisor with 21/64, a non-profit consulting practice specializing in next generation and multi-generational family philanthropy and Executive Leadership Coach at Leadership Strategies, a boutique coaching firm serving C-level executives and their teams.
In addition to the privilege of traveling nationally and internationally for this work, Rebecca has great passion for most things involving the principles of circularity, regenerative practices, progressive impact investing, environmental stewardship and nurturing leadership. Rebecca has proudly served on the advisory boards of Ashoka’s Bay Area Youth Venture, Thinking Beyond Borders, A Better Life Foundation, and as an instructor for the international Ashoka Changemakers program – Roots of Empathy.
Read Rebecca’s dissertation:
A Qualitative Study of What Motivates Young Adults of the Millennial Generation Toward Philanthropy
Substancial financial wealth, whether created or inherited, has the capacity to transform the wealth holder. Many wealthy individuals rethink the meaning of their money, indeed their lives, in light of the freedom and empowerment their wealth provides them. In the lives of the wealthy, there is often an existential shift, often more an inner journey than outward accomplishment. Consciously, they explore their options, and in this transitional work they go through a stage of development in regard to their wealth.Wealth in Families
There is an idea that values are divided between the financial and the societal, but this is a fundamentally wrong way to view how we create value. Value is whole.Blended Value
Philanthropy is a matter of giving - of yourself as much as your money. And the more you give, the more you stand to get back - not in money, but in more spiritual forms of value. Connection. Purpose. Meaning.The Art of Giving; Where the Soul meets a Business Plan.
Philanthropy can act as an integrating force that is fulfilling precisely because it is so full of such diverse, and yet essential, elements.The Art of Giving; Where the Soul meets a Business Plan.
It is extremely important to help families develop rituals that correspond to the actual transitions of their lives, including those transitions that the culture has not validated. The powerful implications of family life cycle celebration; rituals that have been designed by families in every culture to ease the passage of its members from one status to the next, allow the system to unlock during the time just before and after such events. As a result it is often possible to shift things with less effort during these intensive period than could ordinarily be expended in years of struggle.The Changing Family Life Cycle
Today’s philanthropists are going to transfer legacies of meaning as well as financial wealth, whether they think about it or not.Center on Wealth and Philanthropy