Wealth education built around your family's real decisions.
For parents who want more than a money app, children learn best from the decisions their own parents make. We turn your family's real choices into the lessons they grow up on.
Get startedAt a glance
- Built on your family's real decisions
- A plan from age five to adulthood
- Documented for your children to read
Wealth education is one of seven areas the Age Five Family Office coordinates for your family. Every major decision is documented in your FamilyKnowledge® Library, so the thinking behind it is there when your children are old enough to read it.
The difference is not whether your children learn about money. It is whether they learn from an app, or from your family's real decisions.
Most families
- Hand kids a money app and hope it sticks
- Teach generic lessons with no family context
- Wait until the kids are adults to talk wealth
- Keep the real financial decisions private
- Nothing written down for the next generation
Age Five
- Teach from your family's real decisions
- Start early, with lessons matched to each age
- Prepare children to handle wealth, not just receive it
- Let your children read the thinking behind each choice
- Every major decision documented in your FamilyKnowledge® Library
A plan from age five to adulthood
Lessons matched to each stage, from the first questions at five to real decisions at eighteen.
Lessons built on your real decisions
Your children learn from the actual choices your family made, not generic money tips.
Values and character formation
Money taught inside your family's values, so wealth serves character, not the reverse.
The six family capitals
Preparation across all six capitals; most families are taught only the financial one.
Age-appropriate money milestones
Concrete skills and conversations mapped to each age, so nothing is left to chance.
A record your children grow into
The lessons and decisions captured so your children can revisit them as they grow.
Assess
We learn your family's values and where your children are in their money understanding.
Plan
We map the lessons and milestones to each child's age, built on your real decisions.
Teach
We guide the conversations and capture each one for your children to revisit.
What each service model typically includes. These describe general service models, not specific firms.
| A typical money app |
A typical family office |
Age Five Family Office |
|
|---|---|---|---|
| Built on your family's real decisions iYour children learn from the actual choices you made and why, drawn from your family's decisions. | – | ✓ | ✓ |
| Prepares your children to steward wealth iYour children prepared early to handle wealth, across all six family capitals, not only financial. | – | ✓ | ✓ |
| Age-based money lessons for your children | ✓ | ✓ | ✓ |
| Built for families before $50M in net worth | ✓ | – | ✓ |
| Age Five Wealth Education for your children | – | – | ✓ |
| A documented FamilyKnowledge® Library your children can read | – | – | ✓ |
