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FAQs

  • Who are we?

    Independent Means is a California-based education company, specializing in financial and human capital education for families and family offices. We focus on learning that is based in project, service, and story to build practical experience and a personal narrative as context for financial knowledge and skills.

    Our principles are well established:

    • We are educators and mentors, not financial advisors. We help families develop the fluency needed to engage thoughtfully with advisors, trustees, and other experts with whom they have financial relationships, as well as to facilitate familial relationships impacted by financial connections.
    • We’re engaging and unique as well as comprehensive. Our live sessions with families and groups focus on the experience as much as the content so that the learning is enjoyable and memorable.
    • We’re developmental. Our products are designed for all ages of the life-cycle, including the financial novice of any age.

  • What we do?

    • We design learning experiences that make financial fluency relevant and fun.
    • We use the best trainers.
    • We make relevant financial education accessible. There are thousands of books and other resources on financial education, we put the best information together in developmentally appropriate ways.
    • We are bespoke, we design and adapt to the specific needs of families and family members.

  • Why choose us?

    • We know that financial education is not just about the money, it about developing great families and raising great kids. Everything we do is designed to give the next generation the skills to realize the family’s-and family members—deepest aspirations.
    • We are innovators. Our curriculum is imaginative, our methods not always conventional, and our POV is 21st century. We know the next generation needs to be prepared for tomorrow, not just today.
    • We have a track record. Our clients include the world’s most discriminating families. Ask us for references.
    • We get there first, even if that means being in Beta. Our clients are often glad to accept a draft if that means being the first on the block to get have access to new ways of learning and cutting edge information.