Money, Wealth & Liquidity Essentials

This workshop introduces families to the core concepts, behaviours, and financial literacy skills necessary for multigenerational financial success. Exploring personal values, the workshop helps families articulate a shared wealth philosophy and develop clear principles for making financial decisions, accessing capital, and choosing strategies and tools to support both family and individual goals.

Many families who succeed financially within one generation struggle to pass on the knowledge, habits, and decision-making frameworks that support it. Without a shared understanding, differing levels of financial literacy and money mindsets can lead to confusion, misalignment, or inconsistent investment and risk approaches. Families need a structured way to explore financial behaviours, build knowledge, and define how decisions are made across generations.

THIS WORKSHOP IS SUITED FOR:

Multi‑generational business families looking to improve their financial understanding
Founders seeking to pass on financial knowledge
Next‑generation family members preparing for future leadership or personal financial responsibility

OUTCOMES

Participants will:

Begin to understand their own financial behaviours and patterns
Build foundational literacy in money, investing, and financial strategy
Recognize how values influence financial choices
Begin forming a shared approach to financial decision‑making (e.g., a Family Wealth Philosophy)
Receive a post-workshop summary package, including recommended next steps

NEXT STEPS

This workshop can lead to deeper family wealth work, including developing a Family Wealth Philosophy, aligning financial values, establishing structured financial decision-making frameworks, and developing leadership for rising generations.

To receive an email containing the workshop description, including pricing information, please submit the request below.