Programs
Structured experiences designed for families, advisors, and organizations who are serious about transforming how they engage with wealth and stewardship.
SCALE Steward Family Experience
The flagship 5-phase facilitated experience that transforms how families engage with wealth, governance, and generational stewardship.
- 7 structured sessions
- Full deliverable suite
- AI-powered insights
- Ongoing facilitation
Young Stewards
An engaging financial stewardship experience designed to bring the whole family together around age-appropriate money conversations.
- Family challenges
- Gamified learning
- Parent guides
- Mobile app (coming soon)
Decision Fitness Workshop
Structured workshops teaching the Decision Fitness framework for better family and business governance decisions.
- Decision frameworks
- Team exercises
- Playbook templates
- Follow-up coaching
Family Communication Blueprint
A focused program that establishes communication protocols, meeting cadences, and conflict resolution frameworks for families.
- Communication audit
- Protocol design
- Meeting structure
- Conflict playbook
Peer Learning Group for Advisors
Curated peer groups of certified advisors who meet regularly to share insights, refine practice, and collaborate on complex engagements.
- Monthly sessions
- Case study review
- Peer mentorship
- Collaboration tools
Capital Governance Framework
Advanced governance structures for families managing significant capital, including investment governance, authority frameworks, and succession protocols.
- Authority mapping
- Governance charter
- Succession framework
- Annual review
Build and deliver your own programs
SSCA-certified advisors and collaborators can create, list, and deliver their own programs through the SCALE Steward marketplace. Reach more families. Generate revenue. Expand your impact.
Get Certified to Create Programs