RayLign has established an independent forum for advanced leaders in the family wealth management industry called Family Frontiers. Wealth advisory businesses of all kinds are facing decision crossroads that will challenge their very identity and viability. These crossroads - driven by both client and solution-side complexities - require your best thinking and business stewardship. The Frontiers program is here to support you in these challenging endeavors.

Membership

To extend RayLign’s reach in support of our purpose of "perpetuating well-being for families", we utilize our experience as family system consultants, as well as coordinators of teams of family advisors, to provide a forum for a maximum of 25 Advisors to enhance their capacity to work with complex financial families. By design, each member organization represents a mix of roles and perspectives, including financial planning and training, investment management, accounting, estate law, insurance consulting and philanthropic advisory. Annual membership includes three 1/2-day workshops per year, one 1/2-day on-site relationship management training, five hours of on-call relationship management support and an invitation to the RayLign Family Gathering. Our goal is to provide strategic guidance and custom relationship management training services to family advisors to address a number of business demands, including:

• defining extended family needs and objectives
• clarifying advisor team roles and working relationships
• understanding the system of the client family
• delivering financial education to family members
• navigating family behavioral dynamics

Benefits

Frontiers is about aligning you and your clients in support of long-term relationships. Unlike conferences, study groups or standard training protocols, this program is designed so participating firms have the opportunity to expose employees across all professional levels and functions to sustained development of state-of-the-art strategies for working with prospects and clients in a way consistent with each firm’s business model and value proposition.