Advisor-Sponsored Events

For Your Next Client Event...

Choose the topic that addresses the biggest risk your successful client families will ever have to face--transferring wealth to heirs. Download our Speakers Bureau brochure.

Your Estate Plan is in Place, but are Your Heirs Prepared?

An eye-opening look at what research says most successful families truly care about...the impact of wealth on their heirs. Hear about:

The role of family dynamics in wealth transfer
Why 70% of high net worth families break apart after the transfer of wealth to the next generation
What families that stay intact post-wealth transfer have in common
Meaningful actions "at risk" families can take to beat the odds

This is a topic that high net worth families and their trusted advisors want to know more about. And you can get this important conversation started!

Who Would Benefit By Attending

Successful families and individuals, including adult children and their spouses and children
Family business founders and their heirs
Professional advisors who work with successful families (estate planning attorneys and CPA's)
CPA's earn CPE credit

Presentations Customized For Your Event

"An invitation only" gathering of clients, prospective clients and their attorneys and CPA's
Break-out session during a day-long event with multiple speakers
Dial-in conference call
Private briefing at a client family's home

Creating An Exceptional Event

To ensure the success of your event, we've included in the cost of the speaker, an exceptional offering of high-quality educational materials for your audience--including the book Preparing Heirs, co-authored by Vic Preisser and Roy Williams.

Contact Us. Or Call To Learn More. 626.389.8664