Organization Events

Is your organization planning a meeting or event for advisors? We can help.

Our topic addresses the biggest risk a successful client family will ever have to face--transferring wealth to heirs. Our featured topic:

The Great Wealth Transfer:

Attracting & Retaining the Next Generations of Family Wealth

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
Conversation starters for advisors to use to connect with the multi-generations of families of wealth

Organizations That Would Benefit From This Topic

CPA Societies & Discussion Groups
CPA Firms -- earn CPE continuing education credit
Charitable Giving Roundtables
Local Bar Associations & Attorney Groups
Estate & Trust Associations
Local Clubs, both private & public
Non-profit Organizations
Investment Clubs
Individual Family Gatherings
Family Meetings
Business Owner Groups
Family Offices
Young Presidents Organizations -- local chapter meetings
Trade Associations
Alumni Associations

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. We'll even customize and print invitations just for your event.

Contact Us. Or Call To Learn More. 626.389.8664