The $84 trillion-dollar great wealth transfer has begun
Prepare your family for the responsibilities of wealth.
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Financial literacy for 8 to 12 figure hand me downs
We specialize in building financially literate generations.
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90% of family wealth does not make it to the 3rd generation
Empowering inheritors to become responsible stewards of wealth.
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Meet the Founders

Alphil Guilaran

Alphil co-founded the Financial Literacy Counsel in 1999 out of a passion and commitment to build financially literate generations. He teaches and coaches with a unique emphasis on helping families bridge the communication gap and preparing wealth inheritors to be responsible financial stewards. He is a Certified Family Business Advisor, a Certified Family Wealth Advisor, and a lifetime member of the Million Dollar Round Table (MDRT).

Bobby Ning

Bobby is the co-founder of the Financial Literacy Counsel, a boutique financial education and planning company celebrating 25 years of building financially literate generations. With his expertise in financial planning, he helps business families navigate the opportunities and challenges associated with generational wealth transfers. Bobby is a Certified Financial Planner, a Certified Family Business Advisor, a Certified Family Wealth Advisor, and a Top of the Table member of the Million Dollar Round Table (MDRT).

 

Discover our solutions

1

FAMILY OFFICES

Fully customized education and personalized coaching solutions for single and multi-family offices.
2

PROFESSIONAL ADVISORS

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

3

EDUCATORS

Programs designed for the leaders of tomorrow, delivered through universities and private schools.

BOOK A WORKSHOP

Give your family or community the gift of financial literacy.

BOOK PRIVATE COACHING

Prepare your heirs and beneficiaries for the responsibilities of wealth.