Family
Next-Generation Education
Financial education for adult children and grandchildren, so inheritance arrives with the judgment to handle it rather than only the balance.
What this includes
- Age-appropriate financial literacy
- Onboarding heirs to the family plan
- First-job and first-home guidance
- Guidance on giving without creating dependence
Related services
Family Governance
A documented multi-step process producing a family narrative, mission statement, and constitution, plus the meeting rhythm that keeps them in use.
Philanthropic Planning
Lifetime giving strategy using donor-advised funds, community foundations, and private foundations, led in-house by a Chartered Advisor in Philanthropy®.