Family Wealth Advisor Training

Resources for Training and Education in Family Dynamics

Trusted advisors in wealth management, law, accounting, private equity and related professions are often approached by client families with deeply personal questions about inheritance, succession, family and wealth. Current and prospective clients seek counsel about the best ways to make family decisions, deal with conflict, and develop responsible and capable members of succeeding generations. Clients' family dynamics also can either contribute to or complicate the process of creating and implementing solutions. Advisors cannot serve their clients effectively, efficiently, or productively without facing and handling these non-financial issues at the high-net-worth (HNW) and ultra-high-net-worth (UHNW) levels.

Dr. Dennis Jaffe and Dr. James Grubman are experienced consultants to family firms and multigenerational families of wealth as well to family offices, wealth managers, attorneys, and other independent and institutional advisors. This website provides information designed to educate and inform HNW and UHNW advisors about the core competencies and services needed to work effectively with client families. Information on trainings, workshops and programs is updated regularly along with tools and resources that can enhance advisors’ skills about such topics as:

• effective interviewing of clients
• skills for designing and leading family meetings
• developing communication within multi-generational multi-branch families
• building governance structures and agreements
• fostering the next generation.

Upcoming Events:

Next Family Wealth Advisor Training Set for Greenwich, CT on May 14 – 15, 2012

Jim Grubman, Dennis Jaffe, and Northwood University are pleased to announce the next scheduled training workshop for advisors of ultra-high-net-worth clients, following the success of their pilot program last fall in Dallas TX. This intensive multi-day training offers UHNW advisors the opportunity to develop skills in areas related to family dynamics, governance, intergenerational decision-making, and legacy planning. For further information see Programs or register here.