Family Briefings

Family Briefings

As a professional, you want what is best for your client families. Show them you want to help them beat the odds for successful wealth transition, by working with the Institute. We will custom tailor a Family Briefing to be presented in the privacy of your client’s home, where we will address the biggest risk your successful client families will ever have to face--transferring wealth to heirs.

We will present your client family with an eye-opening look at what research says most successful families truly care about...the impact of wealth on their heirs. They will 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!

Ask About Our Speaker's Fee

Contact Us. Or Call To Learn More. 626.389.8664