Education

 

Education, in the context of family wealth, suggests that the most effective families will incorporate educational programs in their planning for successful stewardship and transition of family wealth.  Whether focused on the younger generation, family members not well versed in financial issues, or other needs identified in anticipation of significant family transitions, education protects family wealth by increasing the intellectual capital of the family through financial education for family members.

Through our Family Education and Young Stewards programs, we share the lessons of legacy and stewardship with children (ages 5-18), and young adults (ages 19-26), and others (ages 26+).  Both Young Stewards and their families build their financial stewardship skill level through regular communication, assessment tools, and special classes and programs.  An annual program for Young Stewards Mentors and Relatives ensures the family access to the latest practices in financial education.

Customized programs are available for families interested in private education.