U.S. Trust has developed Web-based educational resources foryoung adults through an expanded Financial Empowerment Program. Theonline, educational resources, interactive learning modules andself-assessment and planning tools are designed for tech-savvyGeneration X and Y adults who inherit wealth and don’t have thefinancial skills to manage it.
Educational materials address investing basics and leveragingcredit wisely. They also address the financial considerations ofmajor milestones, such as marriage, buying a home, having a baby,and changing jobs, the heightened risk of identity theft andreputation risk that families of wealth often face.
The materials also cover the practical aspects of sophisticatedestate planning and wealth management tools, such as insurance,trusts and gifting, as well as the complex, multi-dimensionalconsiderations of charitable giving and legacy planning.
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