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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® 

Preparing Families to Prosper & Thrive Across Generations

HALF DAY  & FULL DAY CUSTOM WORKSHOPS 
The new gold standard in wealth advisor training.

 

Becoming The Trusted Family Advisor® for Successful Generational Families

ORIGINAL TWO DAY WORKSHOP
The original comprehensive training for all wealth advisors.

 

Advisor Keynote

The Great Wealth Transfer® — Moving Client Conversations From Money Matters to Family Matters

Insightful, inspirational presentation for meetings, conferences & webinars

Client Family Presentations

  • Your Estate Plan Is Set But Are Your Heirs Prepared?
  • Insights for Women – The Mantle of Family Financial Leadership

Ideal for client appreciation events.

Train-The-Trainer

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.