Our Programs

Client Specific Programs

We understand the children in multi-generational family businesses are in a unique set of circumstances that provide them a myriad of opportunities, life experiences and responsibilities to themselves and their family enterprise. We will work with your family to create experiential and relevant programming that uses nationally recognized financial core competency standards and focuses on the distinctive needs of your family business.

Our professional assessment of your needs will establish all that is meaningful in your family legacy that you want included in your program.

Relational Development is Key

Family Biz Kids programs are dynamic, growing, changing, developing maturity and evolving their own culture over time. The programs are designed to continue for generations. Relationships are nurtured and grown between not only family members but the principal and Family Biz Kids staff who commit to be a part of these programs year after year. This relational development is the cornerstone to supporting the next generation’s development, commitment to business enterprises and strong family relationships.

Each Program is Designed to:

Deliver hands-on and experiential learning and activities
Educate younger members through leadership and financial training
Develop relational bonding and shared experiences
Support across generations through youth mentoring and parent coaching
Construct opportunities to communicate the family's values and history
Introduce concepts and strategies to communicate and resolve conflicts
Foster personal and professional growth
Incorporate philanthropy and service

Financial Skill Building

Entrepreneurship and Innovation challenge using a lemonade stand concept.

Vision, Values and Purpose

Philanthropy and Service Learning Projects.

Supplemental Programming

Parent Education Workshops and Retreats

These can be built into the annual meeting structure to support and educate parents on a variety of common parenting topics as well as unique family business issues such as wealth management and raising children to be emotionally, socially and financially competent.

Family Camp

Intergenerational opportunities for families to come together in a camp-like setting to learn and play together. Family camps can have specific themes and are conducted annually at a different time and location than the annual meeting.

Leadership Retreat

Similar to Family Camps, these camps are designed with the interests of the teens and young adults involved, and offer advanced opportunities to play and work together in addition to programs offered during the annual meeting. Adventure-based programming develops confidence, leaderrship responsibility and outdoor skills. Our programming includes camping,white water rafting, outward bound activities and leadership development.

Financial Academy

Working with family business financial advisors these retreats are fun, relevant and experiential events exclusively designed for youth to come together and learn about financial basics. Can be combined with Leadership Retreat.

Organizational Consulting

Offering expertise and support for family enterprises, family councils, and individual families who are interested in developing their next generation education model.

Focused Coaching

Provided to an individual family member or a small family group desiring one-on-one Next Generation educational instruction.