Wealth Education Services
Family members can differ in their preferred approach to wealth education. Yet what most families do share in common is a desire to prepare for the future and the responsibilities which come with wealth.
We offer both tailored and private instruction as well as general family seminars in the various components of personal wealth management. Topics can include investments, philanthropy - often used as a teaching vehicle - and family governance, among others. Each family's unique needs, assets, culture, and the age of the family members involved are all taken into consideration.