Custom Workshops for Trusted Family Advisors

Gain Unique Skills to Support Your HNW/UHNW Family Clients

Affluent family clients need your help. Their wealth complexities require more than transactional guidance━they need systemic advice. Family advisors are often caught in the middle of competing interests and goals, yet are asked to help the whole family.

Continuity Family Business Consulting provides short training programs to equip wealth, legal, and tax advisors with new knowledge, strategies, and skills to help navigate family client engagements. From one of the nation’s leading advisory firms for family-owned enterprises, you’ll learn the structures these families use to manage and transition their wealth, how to stimulate impactful conversations that encourage family thriving, and to facilitate the development of the family’s rising generation.

There are no simple answers to these questions, but there is a way to approach them productively.

Training Modules

All programs are customized to meet your interests and needs. They can be structured as a series of short, 1-2 hour programs or as half-day or full-day workshops that are held in-person or virtually. Fees vary depending on the number of workshops, formats requested, and number of participants.