Our programmes
Three courses.
One family. Many conversations.
Each programme addresses a different stage in the long relationship between parents and adult children around money. Begin where your family is.
Back to homeOur approach to every programme
The conversation first
Every module begins with how to open a conversation, not what to say once you are already in one.
Learning with peers
Small cohorts of parents in similar situations. What you hear from others is often as valuable as the curriculum.
Practice between sessions
Each module ends with one thing to try — not a large project, just a small, deliberate action to take before the next session.
HKD 1,780
Talking About Money with Adult Children
4 weeks · In-person or online · Max 12 participants
A four-week course for parents in their 40s, 50s, and 60s who want to have more considered conversations about money with adult children — about expectations, plans, and the occasional difficult topic. The course offers frameworks for opening these conversations at different life stages, recognising that a 22-year-old and a 35-year-old call for different approaches. It is practical without being prescriptive.
- Opening money conversations without triggering defensiveness
- Adapting your approach to your child's life stage
- Handling expectations — theirs and yours
- Workbook and conversation-starter cards included
Programme modules
Why these conversations feel hard
Exploring the emotional and relational patterns that make money a difficult topic between parents and adult children.
Mapping your child's financial world
Understanding what financial life looks like for adult children at different stages — and what they are likely to be worried about.
Opening the conversation
Practical frameworks for introducing financial topics — including the difficult ones — at the right moment and in the right register.
Keeping it going
How to make financial conversations a natural, recurring part of your relationship rather than a one-off event.
Programme modules
What financial capability actually means
Revisiting assumptions about what young adults need to know about money — and what they are already managing without you.
Gifts and loans within the family
The practical and relational consequences of financial transfers — and how to handle them without unintended outcomes.
Helping without crowding out
Supporting your adult child's financial decision-making without taking it over — and why the distinction matters more than parents often realise.
Sharing knowledge across generations
What financial experience from your own life is genuinely transferable — and what belongs to a different era.
Setting up conversations for the long term
Building the habits and shared language that make ongoing financial conversation feel natural rather than effortful.
Preparing for bigger conversations ahead
An introduction to the longer-horizon topics — inheritance, care, and the family meeting — that grow more important with time.
HKD 2,580
Preparing the Next Generation
6 weeks · In-person or online · Max 12 participants
A six-week programme for parents who want to help their adult children build financial capability — whether newly working, navigating their first apartment, or beginning to think about their own future. Modules cover what to share and when, how to handle gifts and loans within the family without unintended consequences, and the sensitive topic of helping without crowding out the next generation's own decision-making.
- Understanding your child's current financial reality
- Giving financial support without creating dependency
- Transferring knowledge in a way that lands
- Workbook and conversation-starter cards included
HKD 3,180
Full Family Financial Conversation Programme
10 weeks · In-person or online · Max 12 participants
A ten-week programme for midlife parents who want to establish a regular rhythm of family financial conversations across the long span of shared adult years ahead. Modules cover progressive disclosure of estate plans, the difficult but necessary conversation about care expectations, the role of family meetings rather than individual conversations, and the written documents that can support — not replace — open dialogue.
- Introducing estate planning conversations gradually
- Navigating care expectations with honesty and care
- Running family meetings that feel like meetings, not confrontations
- Understanding which written documents support conversation
- Full workbook and conversation-starter cards included
Programme modules (overview)
Why families rarely talk about this
The landscape of your family's financial life
Opening the conversation about assets
Progressive disclosure of estate plans
Gifts, loans, and the question of fairness
Care expectations — having the conversation early
Family meetings as a structure
Documents that support dialogue
When conversations become difficult
Building a lasting family communication practice
Which course is right for you?
A quick comparison to help you find the right starting point.
| Feature | Course 1 | Course 2 | Course 3 |
|---|---|---|---|
| Duration | 4 weeks | 6 weeks | 10 weeks |
| Price | HKD 1,780 | HKD 2,580 | HKD 3,180 |
| Best for | Parents beginning the journey | Parents supporting capability-building | Midlife parents planning long-term |
| Workbook included | |||
| Conversation cards | |||
| Estate & care planning topics | Introduction only | ||
| Family meeting facilitation |
Not sure where to start? Get in touch — a short conversation is usually enough to find the right fit.
Shared standards across all programmes
Confidentiality
Everything shared in sessions remains within the cohort.
12-person maximum
Cohorts never exceed twelve, regardless of demand.
No financial advice
Educational only. No investment or product recommendations.
Annual review
Curriculum updated each year based on participant feedback and research.
Pricing
Each programme is priced as a complete course. All materials are included.
Course 1
Talking About Money
HKD 1,780
per participant · 4-week programme
- 4 weekly sessions
- Workbook included
- Conversation-starter cards
Course 2
Preparing the Next Generation
HKD 2,580
per participant · 6-week programme
- 6 weekly sessions
- Workbook included
- Conversation-starter cards
Course 3
Full Family Programme
HKD 3,180
per participant · 10-week programme
- 10 weekly sessions
- Full workbook included
- Full card set included
Have a question about any of these courses?
We are happy to have a short conversation before you commit. Use the form below or call us directly.