Landon UniversityFamily wealth education

Generational wealth education

Build a platform your great-grandchildren inherit, not just an income.

Landon University teaches families to think in generations: how structure, protection, markets and governance fit together, and how to hand a lasting system to the people who come next.

Join the waitlist See the program

Our approach

From "my income" to "our family's asset base."

Most wealth education stops at one person's money. This program starts where that leaves off: with a family balance sheet, a written legacy statement, and a plan for how decisions get made when you are no longer the one making them.

Everything is taught as education. We explain how things work, what they cost and where they can go wrong, so you can ask better questions of the licensed professionals who advise you.

  • Structure

    Entities, trusts and estate basics, and how to organize what a family owns.

  • Protection and capital

    The life insurance landscape, including how indexed universal life (IUL) works, what it costs and the risks involved.

  • Markets

    Stocks, bonds, real estate, interest rates and what the headlines mean for a household.

  • Practice and legacy

    Family game nights, a family constitution and a hand-off plan for the next generation.

The program

Four semesters. Twelve modules.

Each module ends with a worksheet and a clear outcome. The program closes with a capstone: a Generational Platform Presentation of your family's plan.

Semester 1

Foundation: Structure

Know what you have and how it is organized.

  1. Generational Mindset and the Family Balance SheetMove from one income to a family asset base, and write a legacy statement.
  2. Entity StructureCommon entity types, and why operating businesses and valuable assets are often held separately. Includes questions to bring to a CPA or attorney.
  3. Trusts and Estate BasicsWhat each core document does, and a gap list to take to an estate attorney.

Semester 2

Protection and Capital: Insurance and IUL

Understand the tools before you talk to anyone selling them.

  1. The Life Insurance LandscapeTerm, whole life, universal life, IUL and variable life at a concept level, with both sides taught fairly.
  2. IUL: How It Works, Costs and RulesCrediting mechanics, charges, surrender periods, lapse risk, illustrations and the tax rules, with costs and risks always shown beside any benefit.
  3. IUL Fit, Vetting an Agent and ImplementationWhether it fits at all, how to check a professional's license, and a documented go or no-go decision made with licensed professionals.

Semester 3

Markets: Reading the Economy

Make sense of the news without letting it make your decisions.

  1. Stocks, Bonds and IndexesOwnership versus lending, index funds, risk, time horizon and fees.
  2. Real Estate as a Generational AssetRental math, leverage risk, titling and passing property on with an attorney.
  3. Rates, the Economy and What Headlines Mean for a FamilyHow interest rates, inflation and jobs connect to what you own, and a household policy for responding to news.

Semester 4

Practice and Legacy: Doing It as a Family

Put the ideas to work together.

  1. The Wealth Table (practice lab)Monthly family game nights with original scenario cards and a debrief on every decision.
  2. Family GovernanceA family mission, a meeting rhythm, decision rights, a document binder and a succession plan.
  3. Teaching the Next Generation and the CapstoneAge-based money lessons at home, then a Complete and Hand Off plan and your Generational Platform Presentation.

Dates, format and pricing are not set yet. Join the waitlist to be told first. Youth programs are separate and are not part of this site.

Semester 4 practice lab

The Wealth Table.

A seat at the table where your family practices big decisions before they are real. Each month, play a scenario, make the call together, then debrief what you would do in real life.

Original scenario cards put your family through the situations that test a plan. You log each one, and by the end you have a family decision rulebook of your own.

  • Layoff year
  • Rate spike
  • Inheritance arrives
  • IUL premium missed
  • Market down 25%
  • A child starts a business
  • Property vacancy

Before you apply

Who it's for.

This is the college level of family wealth education. It is built for people who already have the basics running and want to build something that outlasts them.

We'll ask you to confirm that you have:

  • At least one owned income stream that is running
  • Asset income that is growing
  • An emergency reserve, sized by you
  • A plan to scale, protect and multiply what you have built

Not there yet? That's fine. We'll point you to a better starting place before you spend anything.

Admissions

Join the waitlist.

Be the first to hear when enrollment opens. Joining the waitlist is not an enrollment and does not commit you to anything.

Education only

  • Landon University provides education only. It is not a financial, insurance, investment, tax or legal adviser, and nothing on this site is advice or a recommendation to buy any product.
  • Life insurance, including IUL, is purchased only through state-licensed insurance professionals. Securities are sold through registered representatives or advisers, and legal and tax documents are prepared by attorneys and CPAs. Landon University does not sell insurance or investments.
  • No returns are guaranteed. Any insurance or investment product carries costs and risks, and outcomes vary.