Wealth and Legal Advisor Programs
Programs that Increase Your Value with Families and Strengthen Client Relationships
Wealth advisors, trust and estate attorneys, and other advisors to high net worth families are often thrust into challenging situations when their client families lack direction ─ or openly disagree ─ about how to deploy and pass on their wealth.
Decision making can stall, relationships can fray, and these differences can even jeopardize advisor-client relationships. In addition to these challenges, wealth advisors are increasingly asked to provide family governance advice and development services – areas in which they may lack experience.
For these reasons, Continuity Family Business Consulting provides short training programs to equip advisors with new knowledge and skills to better guide client families. Advisors armed with our frameworks have an enormous advantage in their ability to engage their client families in impactful conversations, which create value for their clients and strengthen their relationships with all family members.
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.