PROFESSIONAL ADVISORS

Solutions for clients of legal, accounting, financial planning, and family office advisory firms.

PROFESSIONAL ADVISORS

Solutions for clients of legal, accounting, financial planning, and family office advisory firms.

Give 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. 

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. 

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. 

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. 

The 3 C's of Financial Preparedness

The 3 C's of Financial Preparedness

Communication: 

  • Ability to communicate and live out family values 
  • Develop a common language between wealth creators and inheritors 

Coaching 

  • Develop a strong sense of purpose, self, and interdependence 
  • Goal setting and one-on-one accountability to manage generational wealth 

Continuity 

  • Habits, skills, and behaviors that preserve, grow, and create family wealth 
  • Mastery in managing relationships with wealth advisors and professionals  

 

Communication: 

  • Ability to communicate and live out family values 
  • Develop a common language between wealth creators and inheritors 

Coaching 

  • Develop a strong sense of purpose, self, and interdependence 
  • Goal setting and one-on-one accountability to manage generational wealth 

Continuity 

  • Habits, skills, and behaviors that preserve, grow, and create family wealth 
  • Mastery in managing relationships with wealth advisors and professionals  

 

Wealth Inheritor 101

 

Our turnkey solution blends both online learning and live coaching workshops. Ideal for siblings and cousin consortiums.

Build a Business Program

 

Our turnkey hands-on learning solution teaches the rising generation the fundamentals of business ownership. Ideal for group learning and family retreats.  

Financial Mastery Program

 

Our fully customized coaching and training program. Carefully designed with parents, family offices, and trusted advisors to align with the goals and outcomes of each family.

Wealth Inheritor 101

 

Our turnkey solution blends both online learning and live coaching workshops. Ideal for siblings and cousin consortiums.

Build a Business Program

 

Our turnkey hands-on learning solution teaches the rising generation the fundamentals of business ownership. Ideal for group learning and family retreats.  

Financial Mastery Program

 

Our fully customized coaching and training program. Carefully designed with parents, family offices, and trusted advisors to align with the goals and outcomes of each family.

Explore our

Wealth Inheritor 101 Program

 

Explore our Wealth Inheritor 101 Program

 

Start a Conversation

Let's create a common language between wealth creators and inheritors together.

CONTACT US

Start a Conversation

Let's create a common language between wealth creators and inheritors together.

CONTACT US