This online masterclass series prepares FBA Accredited Advisors for the Great Wealth Transfer and how to attract, engage and retain Multi-Generational Families. The program focuses entirely on the non-financial topics that service as the new conversations advisors will be equipped to have with affluent families preparing heirs for a successful generational transfer of assets.
Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful? *Please note the session time is set in AEST and adjust accordingly for your local time zone.
This course develops an overall understanding of the nature, uniqueness and significance of family enterprises around the world.
This course focuses on the additional skills and practices that advisors require in order to be effective in addressing the unique issues business family clients encounter.
This course develops an overall understanding of the nature, uniqueness and significance of family enterprises around the world.
This course focuses on the additional skills and practices that advisors require in order to be effective in addressing the unique issues business family clients encounter.
This course develops an overall understanding of the nature, uniqueness and significance of family enterprises around the world.
This course focuses on the additional skills and practices that advisors require in order to be effective in addressing the unique issues business family clients encounter.
Family businesses need new capabilities and experienced support to drive the success of their business and adapt to rapidly evolving market demands consistent with their families' objectives. If you’re tired of ‘ground-hog’ years where little to no change occurs, join our self-guided program to implement a strategic plan to accelerate your growth and profit objectives.
Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?
