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Families & Family Offices

Independent Means’ bespoke approach to financial education is a two-step process. We begin with an orientation program that gives the family and family office executives a chance to meet and interact with the financial education experts at Independent Means. That session typically includes an introduction to the Great Families Program, an overview of best practices and trends among thought-leader families, a True Wealth audit, and topics and activities specific to each family’s interests and goals. Following the orientation, Independent Means provides a blueprint for learnings goals that is specific to each family and each family member.

Families who continue on to the second step in the process engage in a customized learning plan for family members, using the Great Families Curriculum as a foundation, and including additional programs, experiences, and content developed for each family.

 

Great Families Orientation

To help introduce the Great Families program, we offer Great Families Orientation in Santa Barbara, CA, Boston, MA and New York, NY.

More information below.

This two-day seminar is for family office executives, educational specialists, and family leaders. We explain the Great Families curriculum, activities, and unique instructional approach for teaching financial fluency and building great families.

Click Here To Register

Sample Agenda

Day One

Canary Hotel/Coast Restaurant – 31 W. Carrillo, Santa Barbara, CA  805-884-0300

12:30 Lunch: Introductions, Ground Rules, Agenda, Goals, Expectations

Meet one another and the IMI Team. Walk to Upham Hotel after Lunch.

2:30 Getting Families Started

Most families have good intentions about developing financially capable kids; great families are intentional. In this session, Joline will describe the best practices of other families and explain IMI’s methodology and approach.

3:30 Break

15 minutes

3:45 Overview of Stages 1 and 2 (5-12 yo)

Each stage of the Great Families program includes activities and experiences that cover financial concepts, values, and skills appropriate to the participant’s developmental stage. This session will be an overview of Stages 1 and 2 (5-12 yo), followed by a participatory discussion on the “Hard Conversations” module.

5:00 Break

1 hour

6:00 Wine and Wisdom

Dinner and conversation.

Seagrass Restaraunt – 30 East Ortega St., Santa Barbara, CA 93101  805-963-1012

Day Two

Upham Hotel/The Garden Room – 1404 De La Vina, Santa Barbara, CA  800-727-0876

8:30 Recap Day One

Recap and Q&A

9:00 Overview of Stage 3 (13-15 yo)

This session will be an overview of Stage 3 (13 – 15 yo) with an in-depth exploration of the “Cash Flow and Allowance Management” module.

10:15 Break

15 minutes

10:30 Overview of Stage 4 (16-18 yo)

This session will be an overview of Stage 4 (16-18 yo) modules followed by an engaging activity from the “Entrepreneurship” module.

11:45 Lunch

Louie’s California Bistro

12:45 Overview of Stage 5 (19 yo+)

This session looks at Stage 5 (19 yo+) modules and an in-depth review of the “Wealth Transfer” module from this stage.

1:45 Break

15 minutes

2:00 Taking it Home

Next Steps in Family Education: A review and discussion of materials covered and how to share the information once you get home.

3:30 Personal Consultations

Personal Consultations available for Family Office Professionals ready to take the next step with the Great families Program.

Upcoming Dates 2013:

Location: Santa Barbara, CA

  • February 21-22
  • April 18-19
  • August 22-23 FULLY SUBSCRIBED
  • November 14-15

Location: Boston, MA

  • September 9-10

Location: New York, NY

  • September 12-13

Cost: $1,500*
*Price includes event meals, but does not include lodging.

Click Here To Register

Santa Barbara

How should I get there?
We recommend using either the Santa Barbara Airport or the Los Angeles International Airport, which is located 90 miles south of our office.

Nearby Hotels:

Boston

Info coming soon.

New York

Info coming soon.

Things To Do In The Area

Whatever your passion, there’s always something to do in Santa Barbara, which combines big city culture with outdoor adventures, all set off by a culinary tradition that puts its name and flavors on the lips of food and wine critics across the country. This is the short list, if you’re looking for something not shown or just need more options please ask us we love to show off our local gems.

Wine Tasting 

Urban Winetrail SB

Sustainable Vine Winery Tours

Golf

Sandpiper Golf Course

Spas

Float Luxury Spa

Le-reve

Yoga

Art

Santa Barbara Museum of Art

Hiking

Biking

Mountain Biking SBMTV.ORG

Cycling

Whale Watching

Condor Express

Surfing

Diving

Sailing

Sunset Kidd (Sunset Cruise)

 

Premium Services

IMI clients have access to a range of tools and events for children and adults, including IMI’s unique MoneyScore, and MoneyStyles Assessments for children; Ground breaking Think Tanks for Adults; and custom designed experiences for families.

A few examples of our premium services include:

MoneyScore™

Article & Whitepapers

The Source Newsletter

IMIs Custom Dictionary

Programs & Services

Independent Means is a full-service education provider for families concerned about financial education, beneficiary development, trustee education, and human capital development. IMI’s core curriculum, the Great Families Program, is augmented by bespoke programming for the particular goals and needs of each client family, whether for one or multiple households and generations. Ancillary Programs include…

Ancillary programming includes:

  • Camp Start-Up, a residential summer program for teenagers. Whether teens aspire to life as a rock star, poet, internet entrepreneur, or social activist, the skills of investing and entrepreneurship are essential 21st century skills. This program offers a quick start for innovating teens.
  • Learning Labs for Financial Creatives. Self-identified creatives are often non-linear thinkers for whom tidy, Excel-sheet financial reports trigger more snooze than snap. This innovative approach to financial education is designed for creatives who have fiduciary responsibility, and seek learning experiences geared to their sensibility. Four weekend sessions over an 18- month time period.
  • Fashion & Finance is a dual generation (mothers/daughters; aunts/nieces, etc.) specialty program that uses the dynamism of the fashion industry as a vehicle for exploring business models, balance sheets, investment decisions, networking and financial values. This weekend retreat is an exciting NYC retreat.
  • Indie Girls. This weekend program offers an introduction to personal finance for teens who yearn for greater independence, but need the tools to practice it wisely.

For more information on these and other IMI programs, call 805-965-0475