As valued partners, we seamlessly plug into a given wealth advisor’s team, offering a unique collaboration that addresses the structural and relational complexities accompanying clients’ lives. This special form of collaboration is ideal for firms committed to enhancing family relationships throughout the journey together.

At the heart of our Complex Family Readiness Program lies a commitment to enriching the work of advisors through creative solutions and strategic insights. We believe that every advisor can create meaningful connections and enhance their engagements by harnessing the power of facilitated peer feedback and triaging actual prospect and client situations. The learning then gets applied to support a company’s strategic decisions, training agenda, thought leadership collateral, and brand-enhancing events.