WealthNext Academy

Program Description

The figure is stark: 70% of families lose their wealth by the second generation and 90% by the third. The cause is rarely the market. It is the lack of preparation among those who inherit. WealthNext Academy, the Next Gen division of the Private Wealth Management Institute, exists to change that statistic.

The academy accompanies the next generation from ages 5 to 25 through four progressive levels: Money Explorers (ages 5–10), with 20 playful workshops ranging from 30 minutes to 4 hours; Future Builders (ages 10–15), with nearly 20 interactive programs of 1 to 8 hours; Next Gen Shapers (ages 15–20), with 9 intensive bootcamps of 3 to 20 hours; and Legacy Leaders (ages 20–25), with 20 professional-level programs and the annual two- to three-day NextGen Global Summit.

Every family and institution finds its format: open-enrollment programs in in-person and online formats, private In-Company experiences tailored to each family, and co-branded institutional strategies with banks and Multi-Family Offices. Wealth education ceases to be an item on the to-do list and becomes a plan.

General Objective

To develop the next generation of wealth leaders—from ages 5 to 25—through a progressive four-level educational pathway that builds, stage by stage, the financial competencies, values, and judgment required to preserve and grow family wealth across generations.

Learning Objectives

• 01Build a healthy, informed relationship with money from childhood through playful workshops (Level 1, Money Explorers).
• 02Develop fundamental financial habits and concepts in pre-adolescence through interactive programs (Level 2, Future Builders).
• 03Deepen financial and leadership competencies in adolescence through intensive bootcamps (Level 3, Next Gen Shapers).
• 04Prepare young adults to assume real wealth responsibilities with professional-level programs (Level 4, Legacy Leaders).
• 05Connect the next generation with their peers at the annual two- to three-day NextGen Global Summit.
• 06Align each family's education with its wealth strategy through bespoke per-family programs.
• 07Provide banks and Multi-Family Offices with a co-branded educational platform for their next-generation clients.

Why Take This Program

1. An educational pathway that accompanies the next generation from ages 5 to 25, without interruption.
2. Four progressive levels designed by developmental stage: Money Explorers, Future Builders, Next Gen Shapers, and Legacy Leaders.
3. Nearly 70 learning experiences spanning playful workshops, interactive programs, bootcamps, and professional-level programs.
4. The NextGen Global Summit: an annual two- to three-day gathering for the Legacy Leaders generation.
5. Addresses a documented risk: 70% of families lose their wealth by the second generation and 90% by the third.
6. Three access formats: open-enrollment programs, private In-Company programs per family, and a co-branded institutional strategy.
7. Formats calibrated by age: from 30-minute workshops to 20-hour bootcamps.
8. The Next Gen division of the Private Wealth Management Institute, backed by its academic and institutional standing.
9. A bespoke solution: every program is quoted per family or per institution.
10. A co-branded platform for banks and Multi-Family Offices seeking to engage their clients' next generation.

Syllabus — Key Topics

• Level 1 — Money Explorers (ages 5–10): 20 playful workshops of 30 minutes to 4 hours
• Level 2 — Future Builders (ages 10–15): nearly 20 interactive programs of 1 to 8 hours
• Level 3 — Next Gen Shapers (ages 15–20): 9 intensive bootcamps of 3 to 20 hours
• Level 4 — Legacy Leaders (ages 20–25): 20 professional-level programs
• Annual 2- to 3-day NextGen Global Summit for Legacy Leaders
• Open-Enrollment Programs in in-person and online formats
• Private In-Company Programs per family
• Co-branded Institutional Strategy with banks and Multi-Family Offices