Learn how to preserve jointly-owned family assets for generations to come.
Each of these free 30-minute webinars - one for advisors and one for families - introduces you to practices that help you to avoid conflicts and improve outcomes.
For more on each course, see the short Invitational videos immediately below!
To start your free course, just click on the photo for the course you want (just below the Invitational videos).
An Invitation to Owners and Inheritors of Assets
An Invitation to Wealth Managers, Trust Officers,
and Other Advisors
"Boost Your Business" is the free Course for Advisors
"Let's Family-Proof Your Wealth" is the free Course for Families
Getting Started in Family Wealth Practices is a Free Guide for Advisors
The Family Wealth Ways
Lab for Advisors
The Family Wealth Ways Lab for Advisors to HNW clients will position you to learn about your clients' deepest concerns around wealth - and how to address them.
To learn more about the Lab for Advisors click here.
"Methods of preserving family assets for future generations are not nice-to-haves. They are fundamental wealth management practices."
- Tom Gorman, Author, blogger, coach, facilitator, and strategist focused on family wealth preservation
Here's help!
This straight-talking book, now available on Amazon, makes family-wealth preservation practices accessible to everyone.
If you own significant assets or a business this book will help you to improve the impact of your wealth on your family, for generations to come.
If you are an advisor to HNW clients this book will help you to deepen your relationships and be of greater service to client-families at moments that matter.
See Family-Proof Your Wealth and order your copy here!