We offer topics for events attended by estate planning and other professional advisors and events for their client families. We draw from over 50 years helping wealthy families learn how to trust each other, avoid entitlement, and be able to talk about money in a productive way.
WHAT PEOPLE ARE SAYING:
"Every time I listen to Amy I learn something new. Her sessions are enjoyable and interactive. She facilitates in a way that draws in the entire audience, leading to lively discussions and robust exchanges of ideas. Everyone leaves with something they can readily incorporate into their practice serving wealthy families." - Lisa D. Snyder, Legacy Strategist, First Republic Private Wealth Management
"You engaged the audience brilliantly and we learned a lot." - William Super, CPA
"Thank you for a superb presentation. You delivered the best presentation of the entire conference!" - Alan Pratt, Pratt Legacy Advisors
"Best one in years . . . Exceeded expectiations." Estate Planning Council of The Lehigh Valley
TOPIC FOR ADVISORS:
Money Talks: What's it Saying to Your Client Families?
Tailored to your audience, event goals and timeframe, our talk pulls back the curtain on what happens when your clients’ children don’t trust each other, families don’t know how to talk about their money, and why you should care. Beyond business growth, advisors discover increased satisfaction that comes from helping the inheriting generation become productive contributors to family unity and well being. Attendees leave with quidelines to reinforce key concepts to adapt to their own clientele.
Ideal for advisor meetings and conferences, all professional advisors who work with successful families would benefit from this presentation. We explore:
- Core drivers behind the 70% failure rate in estate transfers and what happens in families when trust and communication break down
- How to ensure the governance structure is founded on family values
- Best practices for engaging the whole family
- Actions and tools to engage and connect in a more meaningful way with the children of your clients
We share family stories from our new book, Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy, that give valuable insight into the core drivers behind the 70% failure rate in family estate transfers and best practices for aligning the estate plan and family governance. Advisors leave with actions and tools to help grow and retain their high-net worth businesses by:
- Deepening client relationships and engaging prospects
- Meaningfully connecting with the next generation
- Reducing the impact of wealth and wealth transfer on families
TOPIC FOR CLIENTS:
Will Wealth Unify or Divide Your Family?
Individuals and families learn the impacts of family dynamics on successful wealth transfer and what you can do today to prepare your family. This talks is beneficial to wealth creators and their families, and others interested in sustaining their legacies . . . from one generation to the next. This presentation is ideal for client appreciation events.
If you are interested in having us speak at your next event, contact Marion at [email protected]