Advisor Keynote

Ideal presentation for advisor meetings and conferences. The topic includes a professional designed PowerPoint presentation, white paper and suggested resources for advisors to use with families.


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

Why do the great majority of estates fail after the assets pass to the heirs? Is it advisor missteps or family dynamics? Should advisors pay as much attention to preparing the heirs as they do to preparing the assets? How will this help grow an advisor’s high-net worth business? This highly relevant presentation makes the case that today’s trusted advisors become Trusted Family Advisors® by embracing a new set of opportunities that go beyond investment management and tax efficiencies.

CE Credit: CFP Board and Investments & Wealth Institute® towards the CIMA® and CPWA® certifications 

Ready to engage us for your next conference or meeting, or have questions? Contact us now. 

“I’ll be implementing what I learned in my practice, and believe it will help increase retention and attract higher net worth prospects.” 

— Kathy W., Managing Director



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.