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Client Family Events

Fill your virtual (or real) room with your best clients families, prospects and their trusted  advisors.

 

 

FEATURED PRESENTATION

Family Wealth: Engaging Generations, Opening Conversations 

Introduces conversations all families should be having when it comes to family wealth, values, and how to engage the inheriting generations in wealth transfer planning. Topics include: the benefits of family meetings, the importance of knowing your family history and legacy, the role of trusted advisors , how to include health and wellness planning in your estate plan, and how a Family Wealth Mission Statement helps align a family’s core values.

Suggested resources: Our series of Family Wealth Conversation booklets and 10 Conversations All Families Can Have guidebook. Click here to see a few of our family tools.

Emerging Role for Women — The Mantle of Family Financial Leadership

This workshop guides women of all ages who have, or will one day assume, control of family wealth. Explore the opportunities wealth creates, beyond money, to unify the multigenerational family. Delve into our 10-question checklist to help you evaluate how well prepared you are today, which actions to take, and how you want to participate in your family’s financial management. The role of family philanthropy in successful wealth transfer and what trusted advisors can do to help is also discussed.

Suggested resource: Emerging Role for Women guidebook. Click here to see a few of our family tools.

Family Financial Fitness – For Wealth That Lasts

Having a clear financial plan and keeping it up to date as needs and circumstances change, is imperative. Families may not be able to predict the future, but they can prepare for unforeseen events that might change their financial priorities overnight. The pathway to Family Financial Fitness includes three steps: 1) becoming aware of the opportunities to prepare, 2) knowing the shape the family is in today, and 3) taking action now to ensure wealth and family unity endures across generations.

Suggested resource: Family Financial Fitness guidebook. Click here to see a few of our family tools.

“Thank you for such a beautiful presentation and for the dedication to making the program the very best it could be.”
— Kimberley Valentine, Director of Leadership Gifts, LA Philharmonic 

To learn more about these presentations, contact us. 

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.