It can be especially challenging for inheritors to find meaning and purpose in their lives when the need to develop skills and achieve success is muted by substantial wealth.  We offer inheritance skills for clients of all ages with a special focus on young adults. Our goal is to help each client achieve financial maturity. 

As young adults have many competing choices and opportunities available to them, to capture their attention financial education must be both relevant and interesting.  For example, we might use an upcoming trip to Europe to focus on budgets, comparative costs, exchange rates, access to money, credit card fees and the challenges of traveling with friends of different financial means.

Our work includes helping parents as they determine the best ways to facilitate the financial development of their children.