Technical Expertise Is Not Enough.
Families bring their whole story into the room. We help advisors engage with confidence and care.
We coach wealth advisory teams to manage complex family dynamics and strengthen client relationships through facilitated peer learning and real-world tools.
The New Standard for Family Wealth Advising.
Families can’t simply rely on investment, accounting and legal advice alone - they need leadership through generational complexity. Equipping your advisory team with family systems skills ensures they can guide relationships, strengthen alignment, and build structures that protect legacy across generations.
Families are more complex than ever. Advisors must think systemically, beyond individuals, to understand relational dynamics, multi-stakeholder decision-making, and structural complexity.
The biggest threats to legacy are human, not technical. Curiosity, human development, and the ability to facilitate tough conversations are now essential skills, not “soft skills.”
Families need structure they can live into. Governance frameworks and co-creation build clarity, accountability, and shared ownership, turning plans into lasting continuity across generations.
Readiness For Advisors
Our programs build advisor capacity to manage complexity, deepen client loyalty, and drive sustainable growth for your firm.
LUNCH & LEARNS
Engaging, bite-sized training sessions designed to spark conversation and build practical skills. Advisors gain actionable insights they can immediately apply to client conversations, all within an approachable, interactive format. These sessions also create valuable team bonding opportunities, bringing together senior and junior leadership in a shared learning environment necessary for developing critical skills.
FORMAT: 2-HOUR | In-person & Virtual | Menu of Session Topics
TRIAGE COACHING
On-demand access to senior RayLign experts for situation-specific coaching. Advisors can quickly consult on emerging complex client, prospect, or business challenges, ensuring timely and thoughtful responses. This ensures timely, situation-specific guidance that reinforces best practices and decision-making under pressure.
FORMAT: 2-HOUR | In-person & Virtual
LIVE CASE SUPERVISION
Guided, real-time walk-throughs of previously handled complex client and prospect cases. Together with a RayLign facilitator, they walk through the situation step by step, analyze key decisions, and identify alternative approaches for stronger outcomes in future client engagements.
FORMAT: On-Call Customized Engagement | In Person or Virtual
SPEAKING ENGAGEMENTS
Greg Rogers is available as a subject matter expert for custom-designed keynotes, workshops, or training sessions. Programs are tailored to advisor audiences and integrate interpersonal skills development as a foundation for managing complex client and family relationships.
THOUGHT LEADERSHIP DEVELOPMENT
Advisors work with RayLign to co-create custom thought leadership content grounded in our Generational Well-Being framework. We transform insights from coaching and consultations into powerful thought leadership pieces, helping advisors differentiate themselves in the marketplace.
UNIQUE FAMILY CONSULTING ENGAGEMENT
Specialized consulting designed for families with multifaceted dynamics, wealth structures, and generational considerations. Our work supports advisors in addressing sensitive family systems issues while maintaining focus on clarity and long-term alignment.
FAMILY ENTERPRISE RESOURCE EXTENSION
A comprehensive package that integrates all of the services outlined above, positioning RayLign as an extension of your firm’s Human Development Team. This long-term engagement provides your advisors with a dedicated, trusted partner to support the full spectrum of training, coaching, and family enterprise needs.