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Today, trusted advisors prepare assets for heirs... going forward trusted family advisors will also prepare heirs for assets.
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 new skills, new opportunities, and new thinking to wealth advisors.
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, and equip advisors to attract, engage, and retain generations of affluent families.