This is our flagship program and it is designed to be attended by experiences advisers such as financial advisers, bankers, lawyers, accountants and other advisers working with affluent families. The tools and resources are developed and tested and are based on decades of field research on how high net worth families successfully transition wealth and maintain family harmony across generations.
This program focuses on how high net worth (and ultra high net worth) families can transfer the family's wealth successfully and harmoniously to the next generation and what advisers can do to assist with this and maintain and grow their practice. It can be custom designed to suit specific adviser training objectives and needs. Alternatively, some sessions are also available as individual webinars.
The workshop is delivered in three consecutive sessions over a two full day duration. It also includes interactive group sessions designed to assist adviser to apply their learnings from each session as well as follow up peer group conference calls to learn from experiences and share success stories as well as network with other advisers.
The sessions are:
Advisers learn why the needs of high net worth families are changing and how they can embrace this opportunity to strengthen and grow their practice by becoming the Trusted Family Adviser to the entire family.
Advisers are introduced to the tools and resources that they can integrate immediately into their business to assist them in becoming the Trusted Family Adviser and assist their high net worth client families with the successful and harmonious transition of wealth to the next generation.