Over the next few decades, more than $120 trillion is expected to pass from one generation to the next. That’s an extraordinary opportunity—but also a responsibility. The question many families face is: Are the next generation ready to manage and sustain that wealth?
True wealth goes beyond bank accounts. It includes investments, businesses, and real estate—and it requires preparation, stewardship, and purpose.
Why Education Matters
Financial literacy isn’t built in a day. It begins with simple lessons about saving and spending, then grows into understanding investing, taxes, and stewardship. For adult children who never received formal education, structured learning can make a world of difference.
Turning Learning Into Action
Families succeed when conversations about money become practice: a “practice portfolio” for kids, helping guide charitable giving, or even taking part in family business decisions. These experiences build confidence and capability.
Grounding Wealth in Values
At Sugden Wealth Management, we believe wealth is a tool—not a measure of self-worth. When grounded in values like stewardship, generosity, and responsibility, wealth becomes a resource for both today and tomorrow.
Our Commitment to Your Family
We do more than manage investments and retirement plans. Our Financial Wellness Program offers over 150 hours of interactive lessons designed to meet families where they are. The program covers practical and essential topics such as:
- Budgeting & Cash Flow Management
- Saving, Investing, and Compound Growth
- Credit & Debt Management
- Insurance & Risk Protection
- Taxes & Financial Decision-Making
- Retirement Planning Basics
- Psychology of Money & Financial Habits
- Philanthropy & Giving Back
This program gives the next generation the tools to build financial confidence and make thoughtful choices—while keeping family values at the core.
If you’d like to explore it, reach out to us for a free access code.
