Engaging the Rising Gen: Meaningful Wealth Conversations and Experiences

As children grow, they’re continuously learning—both in and out of the classroom. For families of wealth, these moments of growth offer powerful opportunities to introduce lessons that go beyond academics: lessons in values, generosity, stewardship, and the true meaning of wealth. Here, we outline an age-by-age framework designed to help families of wealth nurture confidence, character, and curiosity across generations. 

By weaving meaningful conversations and experiences about wealth, values, and legacy into everyday moments, families can do more than educating their rising generation—they can empower them to lead with purpose.