We serve independent financial advisors, nationally-affiliated advisor teams, lawyers, accountants and family offices that serve UHNW and HNW families.
Helping families and their advisors plan successful legacies is our passion. Our team has over two decades of experience giving advisors the tools they need to be of greater value.
CFP® & CPWA® CE Courses
Our courses are applicable to Certified Private Wealth Advisor® (CPWA®) Certification and Certified Certified Financial Planner (CFP®) certifications continuing education credits.
On Demand Training
Access our courses via our online training portal from any device, anywhere and when you want. We're always technology-driven and client focused for convenience and value.
The Whole Family Advisor Program is designed for any Advisor who is responsible for providing services to clients with multigenerational wealth.
Becoming the Whole Family Advisor® teaches advisors to effectively serve the needs of the whole family of their current clients. The coming transfer of trillions of dollars across the next generation, coupled with the reality that families often struggle to transfer wealth successfully across generations, creates a great need for advisors to build out their skills and processes in serving the whole family. This fully self-directed program offers practical strategies, solutions, and tools for advisors, and CE credits.
We serve family offices, affiliated financial advisors, and independent wealth managers and advisors of all sizes.