As our children grow, they’re constantly learning – both in and out of the classroom. For families of wealth, these moments of growth offer powerful opportunities to introduce lessons that go beyond academics: lessons in values, generosity, stewardship, and the true meaning of wealth.
At The Family Office at Synovus, we believe that wealth education isn’t a one-time conversation, it’s a lifelong journey that begins early and evolves with age and experience. Whether your children or grandchildren are starting preschool or stepping into the responsibilities of early adulthood, there are meaningful, age-appropriate ways to begin or deepen these conversations.
Consider using life’s natural milestones – back-to-school, new jobs, new responsibilities – as prompts to spark or continue conversations about your family’s values, history, and vision for the future. Below, we offer developmentally tailored questions and experiences designed to help families of wealth nurture confidence, character, and curiosity across generations.
The Family Office at Synovus is here to help as your family continues its journey of growth and learning. We offer a range of curated resources, guides, and facilitated experiences – from age-specific conversation starters and recommended reading lists to multi-generational retreats and workshops – to support you in preparing your rising generations.
By weaving conversations about wealth, values, and legacy into everyday moments, you’re doing more than educating - you’re empowering future generations to lead with purpose.
To explore how The Family Office at Synovus can support your family’s wealth education journey, contact your Family Office Advisor or Jennifer Pratt, Director of Strategic Services at JenniferPratt@Synovus.com.
Source: “Raising Financially Fit Children: 51 Fun Activities for Your Family to Try This Year,” SuccessfulGenerations.com.
Disclosures
This report has been prepared from sources and data believed to be reliable but not guaranteed to or by Synovus Trust Company, N.A. (STC). Opinions expressed are subject to change without notice. Synovus Trust Company, N.A. has prepared and presented this report for the sole usage of its clients as information and is neither an offer to sell nor a solicitation of an offer to buy any security.
Trust services for Synovus are provided by Synovus Trust Company, N.A. The Family Office at Synovus is a division of Synovus Trust Company, N.A. Investment products and services are not FDIC insured, are not deposits of or obligations of Synovus Bank, are not guaranteed by Synovus Bank, and involve investment risk, including possible loss of principal invested. Synovus Trust Company, N.A., its affiliates and its officers, directors and employees may from time to time acquire, hold, or sell securities, funds or asset classes that may be referenced herein.