Family Education

Intergenerational communication and education are key elements in ensuring that your family is prepared for the transition of wealth and that your next generation understands the responsibilities of wealth. Harris myCFO has supported this goal for many years through a number of initiatives, including:

• Conferences and salons for families covering important topics such as family vision and governance, philanthropy, family dynamics, and generational wealth transfer
• One-on-one meetings with younger beneficiaries
• Structured family programs tailored to your family's specific financial situation