What We Offer
We give Advisors the skillset and toolset to become the Trusted Family Advisor® to generational families during the Great Wealth Transfer®.
FOUNDATIONAL TRAINING SERIES
“Preparing HNW Families to Prosper & Thrive Across Generations”
Presented in progressive 1-hour sessions.
Session 1: The Great Wealth Transfer & The New Role of Trusted Family Advisor
Session 2: Becoming The Trusted Family Advisor
Session 3: 5-Step Action Plan: Building a Multigenerational Clientele
Includes our collection of 4-page Family Wealth Conversation booklets with checklists and tools in fillable PDF format. Available for co-branding.
CE CREDITS: CFP® & Investments and Wealth Institute for CIMA® and CPWA®
MASTER WORKSHOP SERIES
Offered as stand-alone workshops that build upon the training in the Foundational Training Series.
- Family Meetings: Building Your Future Together
- Family Wealth Mission: Giving Meaning & Purpose to Family Wealth
- Insights for Women: The Mantle of Family Financial Leadership
- Family Financial Fitness: For Wealth That Lasts
- Keepsakes, Art and Collectibles: Who Gets Grandpa’s Cufflinks?
- Family Health Advocacy: Preparing a Legacy of Family Wellness
Each workshop includes a comprehensive Family Guidebook.
Available as co-branded materials for your firm.
ALSO OFFERING
Advisor Workshop: “10 Conversations All Families Can Have”
- Ideal for break-out sessions and regional meetings
- Tailored to your firm event
- Available in 1- or 2-hour sessions, virtually or in-person
This highly interactive workshop helps Advisors move the client conversation from money matters to family matters by introducing tools and strategies that help align the entire family around their values and purpose for wealth.
Featured Client Family Event: “Family Wealth: Engaging Generations, Opening Conversations”
- 30-minute presentation followed by Q&A
- Delivered virtually or in-person
- Includes our collection of Family Wealth Conversation booklets
- Tailored to your audience
This presentation introduces conversations all families should be having when it comes to their wealth, values, and the future success of the family.
“No one in the industry is providing these kinds of programs, tools and resources.”
— John. J., Senior Wealth Advisor
For more information about our advisor training and client events, contact Carol Sherman at csherman@preparingheirs.com
