For Wealth Advisors
NEW! Retaining Family Assets After Wealth Transfer
The Great Wealth Transfer: Attracting, Engaging & Retaining MultiGenerational Families, Pepperdine University, Malibu, Ca. Group discounts available. Learn more.
How will this build your HNW business?
Keep the spouse and children as clients: Over 90% of heirs change advisors upon receiving their inheritance
Retain the assets: The majority of unprepared families lose control of their assets and family cohesion in 1-3 generations after the estate transfer
Capture new affluent clients from competitors who are not prepared to retain them!
No matter how well advisors prepare the assets for heirs, advisors typically aren't aware of what families have done to prepare the heirs to receive and manage those assets . . . unless the advisor asks. To have this new and challenging conversation with the parents (typically the clients) before the wealth transfers, advisors need new knowledge, new training and new tools.
Our training programs, tools and services were created to provide these new skills and new priorities to wealth advisors. We offer corporate training programs and open-enrollment programs for individual advisors to attend.
We bring advisors and families closer together by providing advisors with tools, training and on-going support to prepare families for successful generational wealth transfer.