Custom Classes

Our 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.

We have 3 various options: 3-month, 6-month and 1 year long programs.

Some examples of topics included:

• Deep dive into all three asset classes (Stocks, Bonds & Alternatives)

• Asset Allocation

• Performance of each asset class and benchmarking

• Budgeting

• Developing your own investment thesis

• Sessions focused on Market Updates