The Academy

Where successful families and their advisors come to learn.

What is The Academy?

The Academy is the learning platform for our growing community of HNW families and their advisors.

The Academy is a 24/7 gateway to your courses and membership benefits.

Student learning online
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Advisor Training

Courses offered in live and self-paced, virtual formats. Quarterly seminars.

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Membership includes an extensive library of resources, advisor seminars, and best practices.

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Consulting & coaching available for family members and advisors. Connect with peers via online platform.