Education

We believe that a family’s human capital is just as important as its financial capital; the long-term sustainability of a family’s wealth is dependent on both. Therefore, in addition to investment advice and wealth management, we are a resource for the family to address and learn through the wealth transition process, which can be complex and challenging at times.  The world of wealth planning and investments is intricate with its own metrics, concepts, and jargon;  as a novice it can be like listening to a foreign language.  Moreover, wealth concerns and opportunities are often not discussed amongst families and friends, so we offer a forum for both financial education and wealth issues.  Our Education Programs enrich and empower the individual’s confidence and competence in financial and family matters, strengthening a family’s human capital so as to enable them to continue to grow and preserve their financial capital.  Our programs focus on next generation education, women’s initiatives and family communication.  At Highmount, we have a dedicated team supporting our vision of healthy and successful financial families. 

Programs include:

• Next Generation 1:1 Coaching
• Next Generation Group Events and Networks
• Women's Book Group
• Women's Investment Seminar
• Personalized Family Financial Training
• Mindful Abundance Women's Retreat
• Family Days of Philanthropy