Maxim Jardai
Educational Consulting
When Wealth Lacks a Plan,
Families Pay the Price
70%
Wealth Lost By 2nd Generation
Money fades, relationships fracture,
and trusted advisors are replaced.
33%
has Heir Development Program
Most Family Offices don't have a formal heir development program.
60%
of Failures are due to Family Factor
Family failures are by a breakdown in trust and communication.
Wealth should amplify purpose and endure beyond one lifetime.
Legacy emerges only when capital and character advance together.
Wealth is not the destination - it is the instrument.
Stewardship is the daily choice to honour family, strengthen community, and secure generations yet to come.
That is why our program unites financial fluency, leadership psychology, and family governance.
This way heirs emerge not merely informed, but equipped to act.
Education here is never abstract; it translates values into decisions and successors into stewards.
A Roadmap to
Prepared, Confident Heirs
Phase 1:
Foundation & Alignment
Assessment to understand the core issues
Align generational expectations
Establish communication ground rules
Phase 2:
Finance & Business
Custom "Mini-MBA" for finance and entrepreneurship
Investment, basic accounting, corporate management
Practical simulations (portfolio, family office)
Phase 4:
Strategy & Integration
Simulated family meetings & governance systems
Legacy planning & philanthropy design
Final succession roadmap & heir debrief
Phase 3:
Internal & Family
Psychometric & personality assessments
Family values mapping
Narrative development (heir story + role clarity)
Phase 4:
Strategy & Integration
Simulated family meetings & governance systems
Legacy planning & philanthropy design
Final succession roadmap & heir debrief
Confidence.
Continuity.
Harmony.
Foundation & Alignment
Everyone sees the real issues, agrees on clear success metrics, and knows exactly what happens next.
Finance & Business
Money topics lose their mystique; heirs speak finance fluently and make decisions with quiet confidence.
Internal & Family
A shared story takes shape; roles feel authentic, and family pride replaces uncertainty.
Strategy & Integration
The future clicks into focus; meetings run smoothly, and the succession path feels rehearsed and secure.
Trusted Counsel for UHNWI Families
Maxim Jardai works
with families facing succession transitions.
A second-generation heir himself, Maxim has lived the tension between legacy and autonomy and turned that insight into method.
He is no coach or therapist; he is a strategist trusted by principals, advisers, and institutions to engineer successions that deliver clarity, competence, and enduring trust.
His career spans wealth management at Credit Suisse and law at Baker McKenzie, anchored by his interest in leadership and psychology.
Each mandate begins with a mutual NDA and ends with heirs who carry both capital and the judgement to deploy it wisely.
