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
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
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