UNIVERSITIES
& PRIVATE SCHOOLS
We offer courses and programs designed to prepare the leaders of tomorrow, delivered through private schools and universities.
UNIVERSITIES & PRIVATE SCHOOLS
We offer courses and programs designed to prepare the leaders of tomorrow, delivered through private schools and universities.
Money does not come with an instruction manual
Money does not come with an instruction manual
For over 25 years we have worked with private schools and universities to improve the financial fluency and wellness of their communities.
Our solutions are built on the 3 C's of Financial Preparedness: Communication, Coaching and Continuity.
These 3C's prepare the leaders of tomorrow to become responsible stewards of wealth.
For over 25 years we have worked with private schools and universities to improve the financial fluency and wellness of their communities.
Our solutions are built on the 3 C's of Financial Preparedness: Communication, Coaching and Continuity.
These 3C's prepare the leaders of tomorrow to become responsible stewards of wealth.
The 3 C's of Financial Preparedness
The 3 C's of Financial Preparedness
Communication:
- Ability to communicate and live out family values
- Develop a common language between wealth creators and inheritors
Coaching
- Develop a strong sense of purpose, self, and interdependence
- Goal setting and one-on-one accountability to manage generational wealth
Continuity
- Habits, skills, and behaviors that preserve, grow, and create family wealth
- Mastery in managing relationships with wealth advisors and professionals
Communication:
- Ability to communicate and live out family values
- Develop a common language between wealth creators and inheritors
Coaching
- Develop a strong sense of purpose, self, and interdependence
- Goal setting and one-on-one accountability to manage generational wealth
Continuity
- Habits, skills, and behaviors that preserve, grow, and create family wealth
- Mastery in managing relationships with wealth advisors and professionals
Wealth Inheritor 101
Our turnkey solution blends both online learning and live coaching workshops. Ideal for siblings and cousin consortiums.
Build a Business Program
Our turnkey hands-on learning solution teaches the rising generation the fundamentals of business ownership. Ideal for group learning and family retreats.
Financial Mastery Program
Our fully customized coaching and training program. Carefully designed with parents, family offices, and trusted advisors to align with the goals and outcomes of each family.
Wealth Inheritor 101
Our turnkey solution blends both online learning and live coaching workshops. Ideal for siblings and cousin consortiums.
Build a Business Program
Our turnkey hands-on learning solution teaches the rising generation the fundamentals of business ownership. Ideal for group learning and family retreats.
Financial Mastery Program
Our fully customized coaching and training program. Carefully designed with parents, family offices, and trusted advisors to align with the goals and outcomes of each family.
Explore our
Wealth Inheritor 101 Program
Explore our Wealth Inheritor 101 Program
Start a Conversation
Let's create a common language between wealth creators and inheritors together.
CONTACT USStart a Conversation
Let's create a common language between wealth creators and inheritors together.
CONTACT US