Empowering Future Generations Through Financial Education
It is a short look at how a large wealth firm structures next-generation education around topics advisors often field questions about, from philanthropy to family communication. Useful as a reference point for anyone building or comparing an internal education offering for client families.
Summary
By the family offices deskMallory Findley, Head of Family Dynamics & Financial Education at Rockefeller Global Family Office, describes the firm's Financial Education Program and the thinking behind it. The curriculum covers personal finance, investing, tax planning, estate planning, philanthropy and entrepreneurship, and is taught by Rockefeller professionals and subject matter experts. The program was originally created with and for the Rockefeller family and is now offered to client families.
- The program was originally created with and for the Rockefeller family and draws on that family office legacy.
- Curriculum topics include personal finance, investing, tax planning, estate planning, philanthropy and entrepreneurship.
- Sessions are led by a faculty of Rockefeller professionals and subject matter experts.
- Stated aims are informed decision-making, family engagement and preparing future generations for the responsibilities that accompany wealth.
Similar items
Same topic
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.