As an adviser, professional services firm, family office or educational institution, you are entering one of the most important and influential events that has the capacity to materially affect your own business, your clients and your organisation.  Family business accounts for around 70% of all business in Australia and 81% of family business owners in Australia intend to retire in the next 10 years – generating a wealth transfer of $3.5 Trillion.

 

Families are asking their advisers for guidance and assistance in this area – they just don’t know it – or how to deal with it.  There is a significant opportunity for advisers to lead the way.....and it is more than the Will /Estate plan...and its not simply a family constitution.    Did you know that 98% of your clients will leave you and your firm on the passing of your client and their spouse unless you are able to add value and engage in a conversation to support the entire family unit?

 

Can you afford not to be prepared?

 

Our training programs are suitable for various types of advisers with varying levels of experience, all of whom are providing services (or would like to provide services) to affluent individuals and families.  Our clients and attendees have been individuals or organisations in the following areas: 

 

1. Private banks, Accounting firms, Law firms, Investment Banks, Wealth Management Firms, Financial Planning Firms and Fund Managers;

2. Single Family Offices and Multi Family Offices, globally 

3. Education Institutions such as Universities and Industry Bodies

4. International family membership networks

 

Our programs are available for individual advisers to attend or we tailor and provide these programs specifically to your organisation, your people and your needs. 

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As the premier provider of next generation topics, speaking and tools for financial advisers, our number one focus is helping financial advisers take the next step to one who looks beyond the money to include the entire family as the client.  Our tools and process have been tested over time and they are immediately implantable for existing clients, prospective clients and referral partners. We provide advisers to affluent families with the tools, training and on going support to enhance their position as the trusted adviser, change the conversation from a purely technical one, to one of family and to allow them to attract, engage and retain generations of affluent families. 

 

This is new differentiator in our industry!