Successful wealth management requires a fundamental understanding of personal finance, investing and estate planning.
You made things very understandable and helped my daughter see things she should be thinking about now and in the future. She was very comfortable with you and said she felt more confident as a result of realizing she can comprehend (the dreaded) financial information.
Since 2018
Director of Family Education & Governance Amy Szostak and Director of Women & Wealth Steph Wagner discuss how parents can prepare their children to effectively manage wealth in the future through modeling behavior, leveraging teachable moments and financial education.
3 min
Private, in person or virtual sessions
Learn in a low-pressure environment and ask questions without reservation.
Customized Curriculum
Personalized learning experiences are tailored to your family’s unique learning objectives and needs.
Practical Life Skills
Gain valuable financial knowledge through real life examples and useful take aways
Multigenerational Learning
Empowers learners of all ages on the basics of personal finance. Recommended for ages 16-96.
Explore our curriculum of Essentials courses to build a financial education plan that addresses knowledge gaps and prepares your family to effectively manage wealth.
Explore how “money messages” impact financial decisions and facilitate a healthy dialogue around wealth.
Understand the time value of money, interest rates, inflation and the power of compounding.
Develop a plan for spending and saving that aligns with your values and goals.
Learn why credit is important, how to use credit cards responsibly and how to build credit.
Understand the importance of saving for retirement, the differences between retirement accounts and common mistakes.
Learn how emotions impact financial behavior and how to avoid common behavioral biases
Explore strategies to protect against cyber risks and responsibly manage your social media presence.
Learn why credit is important, how to use credit cards responsibly and how to build credit.
Understand the basics of investing, including the relationship between risk and return, volatility, asset classes and the importance of diversification.
Dive deeper into asset class performance, the importance of a long-term outlook and common investor mistakes.
Understand considerations around your will, trusts and powers of attorney to help you create your estate plan.
Learn trust fundamentals, such as the roles and responsibilities of grantors, trustees and beneficiaries.
Better understand how gift, estate and generation-skipping taxes work in practice.
Your dedicated team across banking, trust & estates, wealth planning and investing is also backed by a deep bench of experts across 40+ specialty areas.
Our longstanding commitment to service excellence is exemplified through consistent recognition by the Financial Times Group as the Best Private Bank 13 of the last 16 years.
We have advised generations of wealthy families, for generations. There is no wealth management challenge we have not seen and solved for time and time again.
Connect with an advisor to schedule your one-on-one education session.
Make informed decisions by building your knowledge on financial concepts and principles.
Let us design a custom financial education program for your family.
