Family Learning

Family Learning

Family Learning

Preparing Your Family

When wealth owners express what challenges them most, they often say, "helping my children become productive adults." Parents want wealth to be a source of satisfaction and opportunity for their children.

They also want to ensure that they prepare their children for the responsibilities of wealth. Getting this right is not easy, but those committed to educating the next generation will tell you that the return is well worth the investment.

FOX Family Learning focuses on rising gen education and holistic family learning. The most successful families who thrive for generations focus on their human capital, create a culture of learning, and ensure a strong foundation focused on shared values and mission1.

1 Jaffe, Dennis T., Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises (Hoboken: Wiley, 2020), 25-27.

Multimedia File
Family Learning


FOX Learning Center provides customized resources and actionable tools at any stage in a family’s learning journey. The Family Learning Handbook is an evergreen resource to arm families, family office staff, and wealth advisors with concepts and practical ideas to promote family learning.

The curated collection of research and thought leadership includes all FOX knowledge related to family learning in an easy-to-follow format, organized by three stages of family learning: beginning, emerging, and formalized. Each stage includes an overview, action steps, a list of questions, resources, case studies, and tools and worksheets. This handbook will arm you with learning concepts as well as practical ideas to help create or enhance the learning culture in your family or family office.

Like many endeavors, you'll be most successful when it comes to family education if you begin with the end in mind.

  • What are the family's goals, and how can family learning support these goals?
  • What essential skills do family members need to develop?
  • What behaviors do you want to encourage?
  • What values do you want to instill?
  • What does the next generation want to learn?

While the answer to these questions will vary from one family to another, successful multi-generational families include the following in their family learning programs:

  • Family history, virtues, values, and vision
  • Family governance and board training
  • Responsible ownership and engagement, including effective communications skills to build trust and resolve conflict
  • Developing a personal identity to thrive as an individual and meaningfully contribute to the family enterprise
  • Personal awareness and leadership skills, including knowledge gained from assessments and psychometrics
  • Basic financial fluency (e.g., income statements, balance sheets, personal accounts, and the skills of saving and investing)