How We Help

Family Life Skills

Wealth is often accompanied by challenges. Our proprietary TFO Life Academy supports your family by providing education and developing the skills of your family members to best prepare them for the journey ahead.

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Questions That Might Be On Your Mind

  • How can I help promote the values that helped create my wealth to the rest of my family?
  • How can I prepare my family for different life moments they’ll likely experience in the future?
  • What can I do to prepare the rising generation of my family to be successful with the wealth they’ll likely inherit?
  • How can I best prepare my family for future financial independence?
  • How can I make financial learning interesting and fun for my family?

Our programs focus on creating a solid foundation of financial knowledge, cultivating a personal sense of purpose, deepening human connections, and promoting overall financial health and well-being. We arm your family members with knowledge and decision-making skills so that they can each address the uncertainties of life with confidence.

To help families…

We Empower Young Learners with a Lifetime of Healthy Financial Habits

According to a study done by the Council for Economic Education, students exposed to mandated personal finance education made better personal financial decisions than their peers with little to no exposure. Understanding the long-term benefits of knowing and implementing healthy financial habits, we believe it’s our obligation to equip the next generation with the tools necessary for success.

Our education program, TFO Life Academy, focuses on providing individuals with the tools and skills which can help lead to a life of financial success and independence.

We strive to help the next generation:

  • Understand the impact of financial choices
  • Incorporate informed financial decisions
  • Set financial and personal goals in planning for the future
  • Manage various challenges associated with life events
Our TFO Life Academy Program

Helping Individuals Learn the Fundamental Foundations of...

Because family members may differ in their learning styles and preferred formats, we’ve created our program with a variety of delivery options:


Informative online articles, videos, and podcasts to allow participants to learn about the subjects they are most interested in, at a pace that fits their life.

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Free financial tools to help apply learning to everyday life.

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RightTrak: A New Digital, Self-Paced Financial Learning Experience

Those interested in a comprehensive digital experience may enjoy RightTrak, our fully digital self-paced program. Our RightTrak curriculum is based on four foundational tracks:

Manage—Tackle the basics of budgeting, banking, borrowing, savings, credit, and the concept of opportunity costs.

Protect—Understand concepts related to life insurance, disability insurance, property insurance, common workplace benefits, and cybersecurity.

Grow—Gain knowledge on a variety of topics related to investing, such as different types of investment accounts and security types, the importance of successful investing, and the power of compounding.

Share—Become familiar with how to efficiently transfer wealth to future generations or charities, including the tax attributes of various transfer strategies, how an effective estate plan operates, and the different forms that philanthropy giving can take.

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Ready to review your current wealth plan?

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