Financial Literacy Program
Many business owners and families of significant means work hard to prepare their businesses for their next generation.
Interested in learning more about Richter’s Financial Literacy Program? Let’s connect.
A crucial aspect of that process, often overlooked, focuses on preparing the next generation for the business. The best way to ensure a seamless transition to the next generation is to educate and engage your family as early as possible. Make sure your family is ready for the next step by ensuring they have all the tools and knowledge to build a family heritage that will endure.
- How do I pass down not only my wealth but, more importantly, my values to the next generation?
- How can I encourage my children to make their own wealth?
- How can I interest them in investments and tax concepts?
- How can I entrust to the next generation the importance of philanthropy?
The quantity of knowledge to pass-down can seem daunting at first. That’s why we created Richter’s Financial Literacy E-Learning Program, a tailored solution to help you prepare your next generation for the family enterprise and for all the challenges, issues and opportunities that come with it.
The first step for the next generation
Richter’s Financial Literacy E-Learning Program offers a highly customizable way to educate the members of your family, to get them involved with and excited about your family enterprise. We understand that each individual is unique. Which is why the program is curated to enable participants to learn at their own pace and in their own setting. The online format provides a flexible and tailored learning experience with easy access to our finest resources, experts, and bespoke modules.
Each family is unique. As is our Financial Literacy Program.
A proactive approach through e-learning
These educational modules bring awareness to the responsibilities of managing a family enterprise. Through each, we commit to addressing what matters to you and your family; effectively providing your family members with the information needed to inspire them to join the family enterprise.
The program aligns with your family’s reality and schedule and is adapted to the knowledge level of the participants. At the end of the program, members of the family are invited to create their own dashboards and financial overview reports.
Ten modules walk participants through strategic areas including:
- Kick off meeting – to assess your needs and objectives
- Key Financial Concepts and Budget
- Wealth Management
- Key Legal Concepts
- Key Tax Concepts
- Life insurance and Risk Management
- Technology and Cybersecurity
- Governance and family legacy
- Cashflow and business valuation
We believe that the best approach to learning is one that provides in-depth knowledge tailored to your needs. Our Richter partners are guest speakers in this program. They are experts in their field, each with years of advisory experience in unique areas. Our Financial Literacy E-Learning Program is designed so family members can learn from their expertise in a strict non-solicitation environment.
Committed to your success
Richter has been committed to assisting entrepreneurs for over nine decades. We have refined our approach and expertise when working with high net worth families and individuals through the years and stand by the high-quality services we provide. We’re proud of the legacy that the generations before us has created. We know that your family enterprise means the same to you and that you are seeking to build a heritage that will endure.
Let our dedicated team of professionals put their passion and experience to work for you and your family. Our Richter team is here to provide the finest resources and a comprehensive learning experience to prepare your next generation for the business, so you can focus on preparing your business for the next generation without worry.
Interested in learning more about Richter’s Financial Literacy Program or other services? Complete the form and we’ll be in touch. We look forward to speaking with you soon.
Meet our expertsThe people behind the expertise.
Sudharshan SathiyamoorthyPh.D., MBA
Justine DelisleCPA, CA, Pl. Fin.
Danny RitterCPA, CA, CFA
Greg MooreCFA, FEA
Mindy MaymanB.A., Econ., Fin. PI., FMA, CIM
Richter Family Office
We understand that the transfer of your wealth to future generations is about far more than just the dollars and cents. It’s about the transition of your legacy.
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