PROFESSIONAL ADVISORS
Solutions for clients of legal, accounting, financial planning, and family office advisory firms.
Join for a Free Preview to our coursePROFESSIONAL ADVISORS
Solutions for clients of legal, accounting, financial planning, and family office advisory firms.
Join for a Free Preview to our courseGive your clients' the gift of generational financial literacy
Give your clients' the gift of generational financial literacy
For over 25 years, we have worked with trusted advisors to UHNW families and their family offices to improve the financial fluency of wealth inheritors.
For over 25 years, we have worked with trusted advisors to UHNW families and their family offices to improve the financial fluency of wealth inheritors.
Problem
- 80% of wealth inheritors change advisors after their parents pass away due to lack of communication and relationship with the advisor.
- The biggest factor destroying generational family wealth are the poor choices inheritors make.Â
Solution
- Bridge the communication gap with our turnkey Wealth Inheritor Program, saving you time and strengthening your trusted advisor role.
- Provide financial coaching and accountability to develop foundational habits and disciplines with our Financial Mastery Program.
Problem
- 80% of wealth inheritors change advisors after their parents pass away due to lack of communication and relationship with the advisor.
- The biggest factor destroying generational family wealth are the poor choices inheritors make.Â
Solution
- Bridge the communication gap with our turnkey Wealth Inheritor Program, saving you time and strengthening your trusted advisor role.
- Provide financial coaching and accountability to develop foundational habits and disciplines with our Financial Mastery Program.
Our solutions are built on the 3 C's of Financial Preparedness: Communication, Coaching, and Continuity. These 3 C's help prepare inheritors to become responsible stewards of wealth and the leaders of tomorrow.Â
Our solutions are built on the 3 C's of Financial Preparedness: Communication, Coaching, and Continuity. These 3 C's help prepare inheritors to become responsible stewards of wealth and the leaders of tomorrow.Â
The 3 C's of Financial Preparedness
The 3 C's of Financial Preparedness
Communication:Â
- Ability to communicate and live out family valuesÂ
- Develop a common language between wealth creators and inheritorsÂ
CoachingÂ
- Develop a strong sense of purpose, self, and interdependenceÂ
- Goal setting and one-on-one accountability to manage generational wealthÂ
ContinuityÂ
- Habits, skills, and behaviors that preserve, grow, and create family wealthÂ
- Mastery in managing relationships with wealth advisors and professionals Â
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Communication:Â
- Ability to communicate and live out family valuesÂ
- Develop a common language between wealth creators and inheritorsÂ
CoachingÂ
- Develop a strong sense of purpose, self, and interdependenceÂ
- Goal setting and one-on-one accountability to manage generational wealthÂ
ContinuityÂ
- Habits, skills, and behaviors that preserve, grow, and create family wealthÂ
- Mastery in managing relationships with wealth advisors and professionals Â
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Wealth Inheritor 101
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Our turnkey solution blends both online learning and live coaching workshops for the rising generation. Ideal for creating a common money language for wealth creators, inheritors, including siblings and cousin consortiums.
Financial Mastery Program
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Our fully customized rising generation coaching and training program uses hands-on learning to improve the financial literacy and understanding of business fundamentals. Each program is carefully designed with parents, family offices and trusted advisors to align with the goals and outcomes of each family.Â
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Future-proofing Your Practice
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Our program equips financial advisors, financial planners, lawyers, and accountants with the knowledge, confidence, and skills to future-proof their practices during the Great Wealth Transfer. It includes formal training to help professionals ensure the continuity of their clients' wealth across generations.Â
Wealth Inheritor 101
Â
Our turnkey solution blends both online learning and live coaching workshops for the rising generation. Ideal for creating a common money language for wealth creators, inheritors, including siblings and cousin consortiums.
Financial Mastery Program
Â
Our fully customized rising generation coaching and training program uses hands-on learning to improve the financial literacy and understanding of business fundamentals. Each program is carefully designed with parents, family offices and trusted advisors to align with the goals and outcomes of each family.Â
Future-proofing Your Practice
Â
Our program equips financial advisors, financial planners, lawyers, and accountants with the knowledge, confidence, and skills to future-proof their practices during the Great Wealth Transfer. It includes formal training and one-on-one coaching to help professionals ensure the continuity of their clients' wealth across generations.Â
Explore our
Wealth Inheritor 101 Program
Explore our Wealth Inheritor 101 Program
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Let's create a common language between wealth creators and inheritors together.
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Let's create a common language between wealth creators and inheritors together.
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