Breakout Session 4: Focus Group on Family Education: What’s Working and What’s Not

Sara Hamilton and Steve Martiros will lead an interactive session on how family offices are supporting Family Education programs.  We will draw from the experiences of the attendees to discuss what has been working in family education, and perhaps more relevant, what has not been working.  We will share some possible approaches and ask for feedback on what you think are the most important topics for financial literacy for rising generations. Topics to be discussed are subject matter topics, methods of learning, time commitment, and age groups.