One way UHNW families are improving the odds for new members: in-family education

March 24, 2026 — Visit Canadian Family Offices for the full article

This Canadian Family Offices article explores how ultra-high-net-worth families are strengthening continuity across generations through intentional “in-family education.” While financial literacy remains important, the focus is expanding to include the transmission of family history, values, and decision-making frameworks to ensure new members can contribute meaningfully to both the family and its legacy.

Experts underscore the risks of neglecting this broader education. Adam Fisch, relationship manager at Our Family Office, notes that understanding a family’s values and expectations helps prevent a sense of directionlessness and equips next-generation members to steward wealth responsibly. Mindy Mayman, partner and portfolio manager at Richter Family Office, adds that shared values are foundational to family cohesion and provide a framework for navigating future challenges together.

Families are adopting a mix of tools, including family meetings, constitutions, and foundations, to formalize this knowledge transfer. Films are also playing an increasingly important role. CONTEXT Studios is highlighted for our cinematic, episodic documentaries that capture the voices, stories, and governance philosophies of families in a format that is both accessible and emotionally resonant. Our founder and CEO Andrea Lekushoff explained that film creates a shared language that helps align family members around not just what the family has done, but who they are.