In the evolving world of family wealth, one of the most pressing challenges faced by ultra-high-net-worth (UHNW) families and family offices is ensuring the next generation is not only financially literate but emotionally prepared and aligned with the family’s long-term vision. Traditional financial education often fails to address the real needs of affluent successors—leaving a crucial gap in legacy preservation. That’s where Select Advisors Institute steps in.
Our Next-Gen Bootcamps for Affluent Families are uniquely designed to prepare heirs and beneficiaries to become thoughtful, responsible stewards of family capital—both financial and relational.
Why Next-Gen Bootcamps?
The transition of wealth across generations is not just about assets—it's about transferring values, purpose, and leadership. Studies show that without intentional education and development, over 70% of wealth transitions fail by the second generation. The missing ingredient? Communication, shared purpose, and readiness.
Our bootcamps are built to counter that statistic by providing immersive, transformative experiences that prepare next-gen family members for the complexities of managing and sustaining multi-generational wealth.
What Sets Select Advisors Apart?
Unlike generic wealth education programs, Select Advisors Institute offers highly customized, intimate training experiences that reflect the values, goals, and structures of each unique family.
These bootcamps are not simply about numbers. We integrate:
Emotional intelligence training to foster self-awareness, resilience, and interpersonal effectiveness
Financial education tailored to real-life decision-making, investing, and risk management
Leadership development, helping heirs understand their voice, presence, and capacity to influence
Family governance training to equip participants to actively contribute to family councils or boards
Philanthropic planning to guide next-gens in becoming thoughtful impact-driven leaders
How the Experience Works
Each bootcamp is delivered through a curated blend of workshops, off-site retreats, experiential activities, and mentorship—all aligned with the family's cultural and financial DNA. Depending on the family's goals, we can include role-playing sessions, simulations, business case analysis, team-building challenges, and intergenerational discussions.
Programs can range from one-day intensives to multi-week formats and are often held in exclusive locations that encourage openness, connection, and creativity.
Tailored for Families Who Think Long-Term
We work with single-family offices, multi-family offices, and advisors supporting UHNW families who recognize that a generational mindset is key to sustaining wealth. Families who partner with us often seek:
Alignment between wealth and purpose
Increased readiness of younger family members to participate in family decisions
Better communication and cohesion between generations
Preventive education to avoid entitlement or conflict
Through our bootcamps, families experience not only stronger financial acumen in their next-gen members but also a deepened commitment to stewardship, shared values, and personal growth.
Our Proven Track Record
Having worked with hundreds of families across the globe, Select Advisors Institute is proud to bring deep expertise in both behavioral coaching and financial strategy. Our team includes former investment bankers, wealth psychologists, leadership coaches, and next-gen advisors. This diverse experience allows us to deliver holistic programs that make a lasting impact.
A Legacy Worth Building
The future of wealth isn't just in the hands of the next generation—it depends on how well they are prepared. Our bootcamps are more than training sessions; they are turning points for families seeking to preserve more than just money.
We help families build a legacy that is defined by intention, leadership, and continuity—not just balance sheets.
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