ONCE UPON A TIME, passing on financial values and skills to children meant exhorting them  to save for a rainy day, helping them open a savings account, and explaining compound interest. Young beneficiaries, in preparation for trust funds, might get a perfunctory meeting with a trust attorney. This (mostly) sufficed until the internet made money increasingly invisible, enabled social media to compete with parental authority, and targeted kids as consumers at an ever earlier age.

BUT NOW, parents, anxious to maintain influence, protect kids from financial predators, and eager to help them navigate the world of money and finance find it increasingly challenging to pass along financial values and skills in today’s complex financial landscape.

Joline Godfrey’s 25 years of ground breaking work in financial education for UHNW families engages children and parents with the wonder of financial fluency, rather than financial control.

Joline specializes in developing bespoke programming for multi-generational families and family offices.  Her developmental approach to financial education matches the age and stage of family members with experiences, tools, and programs to fit their specific needs and interests.

At the heart of her work is an expanded vision of family wealth.  A thought leader in the family wealth space, Godfrey understands that navigating the culture of wealth is not just about money; it is also about the intellectual, social and human capital fo the family—or as she introduces it, the family’s FISH™ Inventory. Whether working with he family’s youngest members, coaching young adults on the cusp of significant responsibility, or facilitating change in generations, leadership and culture, her focus is on building on strengths and helping families thrive.