What We Offer

Choose from among our gold standard generational wealth transfer workshops and programs that best fit your firm and your advisors. 


Advisor Workshops — The Great Wealth Transfer® 

Half Day & Full Day Custom Workshops
The new gold standard in wealth advisor training.

Preparing Families to Prosper & Thrive Across Generations


The Original Two Day Workshop
The original comprehensive training for all wealth advisors.

Becoming The Trusted Family Advisor® for Successful Generational Families


Advisor Keynotes

1 Hour Keynotes
Insightful, inspirational presentations for meetings, conferences & webinars


  • The Great Wealth Transfer®Moving Client Conversations From Money Matters to Family Matters
  • Legacy & Impact — Helping Clients Take Care of The People & Causes They Love


Client Presentations

1 Hour Presentations
Our Passing The Baton® series for client appreciation events.


  • Your Estate Plan Is Set But Are Your Heirs Prepared?
  • Legacy & Impact — Taking Care of The People & Causes You Love
  • Insights for Women – The Mantle of Family Financial Leadership


Generational Wealth Transfer Programs & Tools
The gold standard differentiator in financial services.  

Contact Us to discuss how these tools and resources can help distinguish your business. 

“No one in the industry is providing these kinds of programs, tools and resources.” 

                                               — John. J., Senior Wealth Advisor

Sign Up For Insights & Workshop Updates

You’ll receive a copy of our white paper, “Advice Beyond The Money: Preparing Families to Prosper & Thrive For Generations,” & our Client Family Tree tool for your next client meeting.