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We have partnered with professional advisors for more than 50 years to enable them to retain clients across generations. Today, it is more than just preparing the wealth for families. Experienced advisors support their clients by preparing their families for the wealth they will inherit.

Advisors who attend our programs include wealth managers, estate and trust attorneys, financial planners, insurance providers, and family office professionals.

Advisors are engaging in deeper conversations with clients regarding the health of family relationships. Advising requires a broader skill set than asset-management development and experience may provide.

We Offer Development in These Areas

  • Gaining comfort in non-financial conversations regarding wealth transfer and heir preparedness.
  • Understanding the boundaries of the advisor role and when to bring in an outside resource.
  • Knowing how to spot the red flags that may jeopardize a family and what to do about it.
  • Learning how to run a family meeting.

We also offer one-on-one case management to support advisors with live family situations.

We customize our development programs for each client’s needs. Fees are based on a project and/or hourly rate.