After many years of advising wealthy families, we have become absolutely convinced that one of the biggest dangers is that money can be a hindrance to the successful development of children and families. It is such an important issue, that we have made a significant effort to make this a key focus in our work with clients. So, we developed an educational program to share what we have learned over many years working directly with families.

We partnered with Dr. Richard Orlando to draw on his extensive knowledge from 20 years of experience in this area to help families better address these challenges. We discuss actual case studies he has witnessed, and do some interactive exercises and share practical tips, to help provide a road map of what you can actually do in your own family to better develop these habits in your kids.

Here are our current video series…

Raising Money Smart Kids

For families with younger children (pre-teen and teenagers). Learn More

Raising children in Affluent Families: How to help them Flourish

For families with older children (young adults and adults). Learn More