Family Education
Equip the next generation with the tools to understand wealth, foster financial literacy, and prepare for stewardship
Inside Our Family Education Center
Available exclusively to clients, our Family Education Center offers curated resources, personalized learning tracks, and age-specific guidance for rising generations.
Foundations of Financial Literacy
Engaging content that introduces core money concepts—saving, spending, earning, and investing—designed for children and young adults.
Family Wealth Conversations
Frameworks and conversation starters to help families talk openly and constructively about money, values, and legacy.
Learning Tracks by Age and Stage
Structured guidance for children, teens, and young adults—covering everything from opening a bank account to understanding trusts and estate plans.
Stewardship and Responsibility
Programs and tools to prepare future inheritors to lead with confidence, purpose, and a clear understanding of their family’s financial vision.
Research shows that up to 90% of wealth transfers fail by the third generation1 – not because of poor investment decisions, but due to a lack of preparedness and understanding. That’s why we focus on building not just financial strategies, but financial fluency across generations.
Our Education Process
A personalized approach to lifelong learning:
Understanding Your Family
We start by getting to know your family structure, values, and education goals.
Tailored Experience
We build a custom learning journey with content aligned to your children’s ages, interests, and readiness.
Continuous Support
We support your family’s learning with flexible formats and ongoing resources to fit your needs.
Online Portal
While access to our full Family Education Center is reserved for clients, here are some of the key features that allow us to support families in preparing the next generation to manage wealth with confidence and purpose.
1 How real is the third-generation curse, and how can financial advisors tackle it? | CFA Institute