Skip to content

Family Education and Governance

Financial Education for Families

Develop essential financial skills
Let us design a custom financial education program for your family.

Practical skills and knowledge to manage wealth

Successful wealth management requires a fundamental understanding of personal finance, investing and estate planning. Our Essentials curriculum is designed to educate and empower parents and children to responsibly manage wealth now and in the future.

Financial Education for Families

See how financial education can benefit your family

"The information presented is valuable and applicable, and our son has been implementing the knowledge he has gained in his short time away from us at college. We believe this is an imperative part of our children's extracurricular education. Thank you for your commitment to our family."

"You made things very understandable and helped my daughter see things she should be thinking about now and in the future. She was very comfortable with you and said she felt more confident as a result of realizing she can comprehend (the dreaded) financial information. You have my deepest appreciation."

Our course offerings

Let us help your family develop the skills to successfully manage wealth. All of our private education sessions can be tailored to your family’s needs and interests.


Personal Finance Education

Money and Meaning

Explore how “money messages” impact financial decisions and facilitate a healthy dialogue around wealth.

Basic Financial Concepts

Understand the time value of money, interest rates, inflation and the power of compounding.

Spending and Saving

Develop a plan for spending and saving that aligns with your values and goals.


Learn why credit is important, how to use credit cards responsibly and how to build credit.

Retirement 101

Understand the importance of saving for retirement, the differences between retirement accounts and common mistakes.

Behavioral Finance

Learn how emotions impact financial behavior and how to avoid common behavioral biases.

Information Security and Identity Protection

Explore strategies to protect against cyber risks and responsibly manage your social media presence.

Investing Education

Investing 101

Understand the basics of investing, including the relationship between risk and return, volatility, asset classes and the importance of diversification.

Investing 201

Dive deeper into asset class performance, the importance of a long-term outlook and common investor mistakes.

Estate Planning Education

Estate Planning Basics

Understand considerations around your will, trusts and powers of attorney to help you create your estate plan.

Understanding Trusts

Learn trust fundamentals, such as the roles and responsibilities of grantors, trustees and beneficiaries.

Transfer Taxes

Better understand how gift, estate and generation-skipping taxes work in practice.

It pays to be aware of your blind spots. Here are some of the most common investor behavioral biases and steps you can take to avoid them.