"Your training program is
a game changer."

— John J. CIMA, Wealth Advisor

"You've set a new standard in the
financial services industry."

— Michael M., CIMA, CFP, Wealth Advisor

"A light has gone on.
I'm energized to educate
my clients and prepare them
for the inevitable."

—Thomas F., Wealth Advisor
Introducing The Institute's
HNW Generational
Wealth Transfer
Training & Speaking
The Great Wealth Transfer
Financial Advisor Training
November 1-3, 2015

Visit Our Bookstore

Financial Advisor Training: November 1-3

The Great Wealth Transfer:                                   Attracting, Engaging & Retaining Generational Families

Pepperdine University, Malibu, Ca   Learn more


How will this program help you build your HNW business?

Today, trusted advisors prepare assets for heirs... going forward trusted family advisors will also prepare heirs for assets. 

  • 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 new skills, new opportunities, and new thinking to wealth advisors.


Our Mission

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.


Contact Us. Or Call To Learn More. 626.389.8664


GOING BEYOND THE MONEY: Learn To Build Lasting Relationships With Generational Families

Whitepaper: Going Beyond the Money


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