Three structured pathways
Courses That Meet Your Family Where It Is
Whether your family is taking its first cautious steps into financial conversation, or is ready to build a lasting wealth transfer structure, Panyarat has a course designed for that stage.
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How Panyarat Courses Are Structured
Each course is delivered in structured live sessions — either in person at our Bang Rak office or online. Sessions combine facilitated discussion, guided exercises, and practical template work. No prior financial knowledge is required from any participant.
Our facilitators open each session with a clear agenda and close with a concrete output — a completed template, a shared agreement, or a list of next steps. This keeps families moving forward without feeling overwhelmed.
All three courses are designed to complement each other, though families may begin at any level depending on where their conversations are today. We recommend starting with Level 1 if financial topics have rarely been discussed openly within the household.
Live Facilitated Sessions
Written Templates & Guides
Multi-Generational Format
Thai and English Delivery
Starting Financial Conversations with Family
A sensitive and supportive course for adults over 40 who want to initiate open discussions about money within their family. Covers how to approach financial topics without creating tension, age-appropriate ways to include different generations in the conversation, cultural considerations for Thai families where money discussions may be uncommon, and frameworks for productive family meetings about shared financial goals.
What's included:
- Two live sessions with role-play exercises
- Conversation starter guide adapted for Thai family dynamics
- Family communication template
- Available in Thai, English, or both
Best for families who:
- Have rarely discussed money openly across generations
- Want a structured way to begin without causing discomfort
- Are navigating a life event that makes financial conversation timely
Coordinating Household Financial Goals
For families who have begun discussing finances and want to move toward shared planning. Covers identifying common household goals such as education funding, property acquisition, and elder care, creating a family financial dashboard, establishing roles and responsibilities for financial management, and holding regular family financial reviews. The course respects that each family has its own communication style and pace of progress.
What's included:
- Household goal-setting workshops
- Shared family financial dashboard template
- Three family advisory sessions
- Written household financial coordination plan
Best for families who:
- Are already talking about money but lack shared structure
- Want to coordinate goals across household members clearly
- Are planning significant shared decisions in the near future
Intergenerational Wealth Planning and Transfer
Created for families who want to develop a long-term plan for preserving and transferring wealth across generations. Covers communicating values alongside financial assets, preparing the next generation for financial responsibility, Thai legal frameworks for wealth transfer, and creating family governance structures for shared assets. The course treats wealth as more than numbers, recognising the stories, values, and relationships woven into every family's financial tapestry.
What's included:
- Five facilitated sessions
- Intergenerational planning workshop
- Two family advisory meetings
- Written family wealth charter
- Charter presentation and feedback session (capstone)
Best for families who:
- Hold significant shared or inherited assets
- Want to prepare the next generation intentionally
- Are thinking about estate planning alongside family values
Which is right for your family?
Course Comparison
| Feature | Level 1 ฿4,500 |
Level 2 ฿10,500 |
Level 3 ฿17,500 |
|---|---|---|---|
| Conversation starter frameworks | |||
| Role-play exercises | — | — | |
| Household goal-setting workshop | — | ||
| Shared financial dashboard | — | ||
| Family advisory sessions | — | 3 sessions | 2 sessions |
| Thai legal framework coverage | — | — | |
| Intergenerational planning workshop | — | — | |
| Written family wealth charter | — | — |
Not sure where to start? Contact us and we'll suggest the most appropriate course for your family's situation.
Across all courses
Shared Standards and Protocols
Session Confidentiality
All family information shared in sessions is treated as strictly confidential. Our facilitators operate under professional conduct standards with no exceptions.
Data Privacy
Personal information collected for course enrolment is handled in line with Thailand's Personal Data Protection Act (PDPA). We do not share or sell any family data.
Neutral Facilitation
Panyarat does not recommend financial products, institutions, or investment strategies. Our role is to support communication and structure, not to direct financial decisions.
Responsive Support
Participants can reach our team between sessions with questions. We respond within one business day during office hours (Monday–Friday 9 AM – 6 PM).
Updated Content
Course materials are reviewed and updated at least once per year to reflect any changes in Thai legal frameworks and participant feedback from completed cohorts.
In-Person or Online
All courses are available both at our Bangkok office and via secure online sessions, offering families across Thailand equal access regardless of location.
Not sure which course fits your family?
We'll have a short, informal call to understand where your family is and suggest the right starting point. No pressure to enrol on the day.
Request a Conversation