Let's Talk
Education Site

Continuity of Care for Generations


What we do:

We work with affluent families and their family offices to help children and young adults understand their roles and responsibilities as outlined in their family governance charter or constitution.


Our Commitment:

We are committed to helping family offices:

  • Onboard the next generation in understanding that money is only a vehicle.  It will take you where you want to go but not replace you as the driver behind the wheel.
  • Communicate family governance guidelines, framework, and guardrails.


Our Programs:

  • Workshops and retreats
  • Simulations and real-life case studies
  • Life coaching

Interested in learning more?

Contact us to learn how we can customize a financial education program based on your unique needs.

Prefer to chat on the phone?

604-620-6630

    Privacy Settings
    We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
    Youtube
    Consent to display content from - Youtube
    Vimeo
    Consent to display content from - Vimeo
    Google Maps
    Consent to display content from - Google
    Spotify
    Consent to display content from - Spotify
    Sound Cloud
    Consent to display content from - Sound