Family Education and Governance
Financial Education for Families
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.
"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."
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.
Understand the importance of saving for retirement, the differences between retirement accounts and common mistakes.
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.
Understand the basics of investing, including the relationship between risk and return, volatility, asset classes and the importance of diversification.
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.
Learn trust fundamentals, such as the roles and responsibilities of grantors, trustees and beneficiaries.
Better understand how gift, estate and generation-skipping taxes work in practice.
Leverage time and technology to strengthen family bonds.
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.