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Financial education

Wealth structuring

Preserve your wealth and family values for your children, grandchildren and future generations. Our programs and resources can help you and your family navigate the opportunities and challenges of wealth.

Our Approach

Sustaining wealth over generations is not likely to succeed if left to chance. Rather, it requires dedicated effort and a thoughtful, tailored approach designed to give family members the insights, skills and confidence to help them succeed. 

Through the whitepapers and various client programs and tools developed by the Center for Family Wealth Dynamics and GovernanceTM, we strive to empower ultra-high-net-worth (UHNW) families to nurture the different dimensions of wealth and to be purposeful about sustaining family wealth and family values across generations.

Services

Educational tools

Assisting parents who are interested in learning how to start conversations with their children around wealth and financial literacy. We have tools available for you to help your children learn basic financial planning skills.

Educational programs

Providing clients access to subject matter experts on a range of topics concerning the growth and preservation of wealth and sharing insights on how other families handled similar challenges. Our dynamic educational programs are developed with leading institutions, such as the University of Pennsylvania Wharton School, the UCLA Anderson School of Management, the University of Chicago Booth School of Business and the University of Michigan Ross School of Business.

Family meetings

Sharing creative strategies and insights to help shape and conduct family meetings focused on defining family values and aligning them with concrete actions.

A private wealth advisor can help you learn more.

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