Independent Means programs, services, products, and content have been used to solve a myriad number of challenges in families, companies, schools, and  non-profits. The following case studies offer a sampling of solutions provided by the IMI team.

• A multi-generation family with a proud legacy of business and wealth needed a multi-year education plan for the 20+ cousins who will have responsibility for significant wealth as they come of age. IMI created developmentally appropriate workshops for the children; administers annual Money$core™ Assessments to track growing financial competence, consults with family members on appropriate mentoring activities, and designs unique experiences for family meetings.
• A family office has engaged Independent Means to provide programming for multi household, multi-generation families at their annual meeting. Such programs include multiple workshops, IMI products, as well as newsletters and other products to support a sustainable learning process.