Award-Winning Professional Development Firm The Collaborative Makes Two Major Announcements

The company has launched an ultra-high-net-worth family education program and also promoted Samantha Reynolds. End Quote

Our program helps these families develop personalized narratives, align shared values and develop communication skills to sustain and support wealth.

(1888PressRelease) January 30, 2026 - MEDFORD, Mass. - The Collaborative announced two strategic developments.

The first announcement is the creation of a new program designed to better meet the evolving needs and complex family dynamics of ultra-high-net-worth (UHNW) families. It is designed to support UHNW clients by utilizing financial education and improving family dialogue.

“We often see clients with strong financial goals that support legacy and family needs but lack the tools for structured communication and effective behavioral planning,” says Managing Partner of The Collaborative, Eileen Foley. “Our new program helps these families develop personalized narratives, align shared values and develop communication skills to sustain and support wealth into the future.”

The newly launched program provides a bridge between advisors and UHNW clients to address family preparation in wealth planning, especially for younger generations inheriting assets. The initiative works directly with family members, building awareness and creating practical frameworks that ensure long-term legacy growth around money and values. A core component of the program emphasizes the real-world skills younger family members need to manage expenses, invest thoughtfully and plan for independence, supporting openness between members and preserving relationships when possible.

Foley provides the deep-rooted experience needed to launch the initiative, having previously led the Family Office team at BNY. Her background working closely with family systems and developing programming that addresses both the technical and human sides of wealth transition ensures families can build their own stories while continuing legacy building.

The Collaborative has also announced the recent promotion of Samantha Reynolds to managing director, client experience. Reynolds has been with the Boston-area firm for over six years, working closely with clients to ensure consistent service, execution and engagement across diverse programs. This promotion recognizes her outstanding work and dedication.

With this new role, Reynolds will continue to oversee client relationships while refining internal firm processes supporting The Collaborative’s expanding portfolio of training, consulting and coaching services. Reynolds graduated from Suffolk University with a degree in Public Relations and is certified in DISC and Driving Forces through Target Training International.

“We couldn’t be happier to see Samantha grow into this new role,” says Founder and President of The Collaborative Beverly D. Flaxington. “She has emerged as a key member of the team who clients can continue to rely upon. Her new role will help shape client experiences where we currently excel but are always looking to do more. This promotion directly reflects her capabilities, leadership and commitment to delivering thoughtful support.”

Both announcements come on the coattails of four consecutive wins of the WealthTech Award for Best Training Solutions for The Collaborative from 2022 to 2025. The new UHNW initiative and leadership appointment signal the firm’s ongoing focus on providing behavioral insights, offering practical education and delivering sustainable outcomes for all the advisors, families and clients they serve. Starting 2026 with such strong initiatives ensures The Collaborative remains committed to growth, adaptation, and meeting client needs. Learn more about these new developments by visiting https://the-collaborative.com/.

About The Collaborative - The Collaborative is an award-winning professional development firm based in the Boston, MA area. Founded by three-time bestselling and Gold-award-winning author Beverly D. Flaxington, the firm works with advisors, leaders and organizations to drive meaningful change through educational programming, bespoke coaching and customized training. Learn more by visiting the official website of The Collaborative at https://the-collaborative.com/

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