Families traditionally prepare assets for heirs... we prepare heirs for assets™
Events

Professional Development Program For Advisors

March 11, 2012

The Great Wealth Transfer: Attracting & Retaining Multigenerational Families of Wealth
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OUR MISSION

We train advisors how to open conversations with affluent families

on the successful transfer of wealth to the next generation. 

 

 

THE GREAT WEALTH TRANSFER:

ATTRACTING & RETAINING MULTIGENERATIONAL FAMILIES OF WEALTH™

A Professional Development Program for Advisors

Pepperdine University in Malibu, CA


MARCH 11-13, 2012

View the program brochure


How well prepared are you to participate in THE GREAT WEALTH TRANSFER, the largest intergenerational wealth transfer in history? $41 to $136 trillion will transfer from one generation to the next. Consider this:

  • 70% of the heirs of your high-net-worth client families will lose all of their inheritance along with their family cohension after the estate transfer, regardless of how well you prepare the assets for transfer
  • 90% of heirs will promptly change their parent's advisors upon receiving their inheritance. Read more

THE GREAT WEALTH TRANSFER™ addresses these challenges. This one-of-a-kind professional development program goes beyond simply creating awareness of wealth transition issues facing today's heir families... it offers a set of skills, tools, marketing support and materials, and more. It positions you for the future by becoming an early adopter in addressing traditional wealth management's "missing link" ...preparing heirs families for the successful transfer of wealth.


"This program is an amazing opportunity to differentiate my practice from others who market to the same affluent clientele."        

                                                         - Senior Vice President, Financial Advisor

 

Contact Us. Or Call To Learn More. 626.389.8664