Halcyon University

One of our industry leading initiatives is the Halcyon University which is aimed at educating and supporting the next generation with their financial affairs. In many instances, our clients see this program as one of the most valuable services we offer.

A common theme we hear time and time again is how our clients wish they had focused on their finances sooner. As a team we decided to do something about it and established the Halcyon University. We have a structured program in place that allows our existing clients’ children to become financially savvy, ensuring they continue the legacy of our clients for future generations.