NextGen Family Wealth System™
Build It. Prepare Them. Carry It Forward.
Most wealth education teaches one person. This teaches three at once — the creator building it, the children who will inherit it, and the household that has to carry it.
“If it took you years to learn credit, ownership, investing, taxes, business, property and capital, why should the next generation have to start over?”
Income is an input. Wealth is what gets built, retained, owned and protected — and almost none of that transfers on its own. A balance passes to the next generation in an afternoon. The judgement that produced it does not.
Three tracks · one subject each month
Build It.
NextGen Wealth™
The wealth creator becomes a more capable builder, owner and organizer — control, income, ownership, investing, capital, tax, protection, acceleration, legacy.
Prepare Them.
NextGen Legacy™
Children, teens and young adults learn the same subject the same month, at their own level — from a $20 pretend-money choice at six to defending an independent decision at twenty-five.
Carry It Forward.
NextGen Family Office™
The household learns to organize, communicate, govern, protect and transfer what it builds — so it does not all live in one person's head.
The three run in parallel against the same theme. In Month 3 the creator is building a debt inventory, a nine-year-old is making a $20 choice about borrowing, a sixteen-year-old is writing a decision memo, and the household is building its risk register — in the same week, about the same idea. That is what makes the monthly family conversation possible.
The twelve-month architecture
Wealth Mindset
Next generation: Money Mindset. Family: Family Mission & Wealth Constitution.
Lab 1: Our Family Wealth Vision
Money Control
Next generation: Money Management. Family: Family Financial Dashboard.
Lab 2: Family Financial Snapshot
Debt & Credit
Next generation: Credit & Borrowing. Family: Family Balance Sheet & Risk.
Lab 3: The $100,000 Decision
Income Expansion
Next generation: Earning Money. Family: Family Income Engines.
Lab 4: Family Opportunity Challenge
Business Ownership
Next generation: Build a Business. Family: Family Enterprise.
Lab 5: Founder Story Interview
Investing
Next generation: Become an Investor. Family: Investment Policy & Committee.
Lab 6: Family Investment Committee
Real Estate
Next generation: Property & Real Estate. Family: Family Real-Estate Portfolio.
Lab 7: Property Acquisition Meeting
Capital & Leverage
Next generation: Funding Ideas. Family: Family Capital System.
Lab 8: Family Shark Tank
Tax Strategy
Next generation: Understanding Taxes. Family: Tax & Advisor Coordination.
Lab 9: Questions for Our Professionals
Asset Protection
Next generation: Protect What You Own. Family: Protection & Estate Readiness.
Lab 10: 90-Day Continuity Exercise
Wealth Acceleration
Next generation: Ownership & Leadership. Family: Succession.
Lab 11: The Empty Chair Exercise
Legacy
Next generation: Stewardship. Family: Wealth Transfer, Philanthropy & Family Legacy.
Lab 12: NextGen Family Wealth Summit™
288 lessons · 12 Family Wealth Labs · 24 capstone deliverables. Completion is based on implementation, not passive video consumption.
NextGen Legacy™ · four age bands
Ages 6-9
Explorers
Story, drawing, choices and parent-led practice.
Ask two oral questions: “What choice did you make?” and “What could happen next?” Completion is based on participation, not a perfect answer.
Ages 10-13
Builders
Simple calculations, simulations and supervised projects.
3-question quiz plus a one-sentence explanation. Passing target 80%, with unlimited educational retakes.
Ages 14-17
Owners
Real-world scenarios, independent reasoning and parental oversight.
Write a short decision memo: DECISION / WHY / RISK / WHAT I STILL NEED TO KNOW.
Ages 18-25
Stewards
Adult-level concepts emphasizing independent capability and family stewardship.
5-question knowledge check and a 150-word reflection on capability, responsibility, and the next skill to develop.
Ageing out never erases progress — it recommends the next pathway. Family net worth does not raise a young person’s score; only their own capability does.
Choose your starting point
Start where the family actually is.
NextGen Wealth™
The individual wealth creator
$97/month
Build the system yourself first. Twelve months of implementation on your own finances, ownership and protection — before anyone else is brought into it.
- The 12-month creator track — 48 record-ready lessons, in order
- NextGen Wealth Score™ with re-scoring as you progress
- Twelve capstone deliverables, from Wealth Blueprint to Legacy Blueprint
- The NextGen Wealth Coach™, scoped to teach rather than recommend
- Worksheets, knowledge checks and month completion tracking
- Community access and group coaching rhythm
Enrolment opens shortly.
Most families start here
NextGen Family™
The household
$197/month
Everything in Wealth, plus the next generation learning the same subject in the same week at their own level — and a monthly Lab where the family actually discusses it.
- Everything in NextGen Wealth™
- The NextGen Legacy™ track across four age bands, ages 6 to 25
- Parent dashboard with per-child progress and badges
- Twelve Family Wealth Labs — the monthly family meeting, with agenda
- NextGen Ownership Score™ for each participating young person
- The NextGen Legacy Coach™, age-banded and guardrailed for minors
Enrolment opens shortly.
NextGen Family Office™
A family that wants to be organized, not just wealthy
$397/month
The third track: the household starts operating as an institution — documented, governed, and able to carry on without one person holding it all.
- Everything in NextGen Family™
- The NextGen Family Office™ track — governance, risk, continuity, succession
- Legacy Readiness Score™ for the household
- The sixteen-template Family Office library, with review status on every one
- The Family Capital System — requests, decisions, and mentoring rules
- The annual NextGen Family Wealth Summit™ agenda and year-in-review
Enrolment opens shortly.
NextGen Private™
Application-based, higher-touch households
By application
Private educational facilitation for families who want the work run with them rather than handed to them. Scope is agreed before anything is quoted.
- Everything in NextGen Family Office™
- Private educational coaching and facilitation within a defined scope
- Preparation for meetings with your own qualified professionals
- Facilitated Family Wealth Labs and the annual Summit
Month-to-month, cancel anytime. Prepaid years are billed once. Upgrading from Wealth to Family to Family Office keeps everything already completed.
Educational scope
NextGen is financial education and coaching. It is not a substitute for individualized legal, tax, investment, insurance, credit-repair, lending, estate-planning, or fiduciary advice. Whenever a lesson crosses into a decision that depends on a participant's circumstances, the program shifts from recommendation to education, organization, scenario analysis, and preparation for an appropriately qualified professional.
No lesson in this program promises a return, a credit outcome, a tax saving, a financing approval, asset appreciation, legal protection, or an inheritance. Where a decision depends on your circumstances, the curriculum stops and prepares the question for a qualified professional instead of answering it.
Start free
Read the masterclass, then find out where you actually stand.
The masterclass explains the framework in full, with no registration wall. The free assessment scores you against it and names the one month to start with. Neither costs anything.
4 tiers, from $97/month. See what each one includes.