Next Generation Mentoring

Preparing the next generation to manage, grow, and protect family wealth.

Building wealth is only half the challenge - passing on the knowledge, confidence, and judgement to manage it well is just as important. Our Next Generation Mentoring programme helps clients’ children and dependants develop real financial capability and career direction, so that family wealth is inherited with the skills to sustain it.

What we offer

Financial Education

Practical, age-appropriate guidance covering budgeting, saving, investing fundamentals, understanding debt, and the basics of tax and pensions - delivered through one-to-one sessions, workshops, and curated resources. We help young adults build genuinely good financial habits early, rather than learning by costly trial and error.

Career Mentoring

Structured mentoring for those entering the workforce or considering their next career move - covering CV and interview preparation, career planning, networking, and introductions where appropriate. Delivered by a trusted network of affiliated partners with real industry experience.

Wealth Readiness

For those set to inherit or already receiving family wealth, we provide guidance on managing inherited assets responsibly, understanding investment principles, and working constructively with a financial adviser - helping ease the transition of wealth across generations.

Why we offer this

Family wealth planning doesn’t stop with the current generation. Clients regularly tell us their biggest concern isn’t building wealth - it’s ensuring their children are equipped to handle it responsibly. Next Generation Mentoring is designed to give clients peace of mind that the next generation is prepared, both financially and professionally.

Delivered by us and our partners

We deliver this programme directly through Futurum Financial Advice, supplemented by a network of affiliated specialists in career coaching, education, and mentoring - ensuring your children and dependants get access to the right expertise at the right stage of their journey.

Please note, services provided by affiliate partners are separate and distinct to those offered by St. James's Place.