Custom Classes

Our custom classes are designed specifically with a client or family office in mind. We work together to identify the areas of interest and what would be most beneficial for the Next-Gen(s) to learn.

Some examples of work we have done:

• Individual monthly budgeting sessions to keep on track

• Market updates to discuss what is happening in the markets and draw parallels to investing/market concepts

• Business plan creation/implementation

• Developing your own investment thesis

• Philanthropic interests

• Ect…