We develop educational programs and lead events for families, advisors serving high net worth clients, associations, charitable organizations and high schools. Programs are tailored to meet the specific goals of each client. Themes include:
- Family Conversations about Money
- Tips for Talking about Money
Money and Family/Children/Parents
- How Much Money Should We Give To Our Children?
- Raising Financially Savvy Children
- Couples and Money: The Things We Do For Love
- How Money Affects Us and Our Relationships
- Our Money Behavior: What’s Behind Our Choices
Philanthropic Vision, Values, Expression
- Steps to Strategic Philanthropy
- Making the Most of Our Money
- Money in Our Intimate Relationships
Please contact us for further information or call 202-483-9362.
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