Multigen Family Wealth Program

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The Multigen Family Wealth™ Program will provide a roadmap of communication and activities to keep the dialogue going throughout the year while having continuity of high, moderate and low personal touches. The program is designed to include:

  • Guidance for talking points with clients
  • Compliant letters introducing family wealth guidance topics with call to action
  • Understanding Family Communication Dynamics Guidebook
  • Engaging Call to Action steps

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Advisor Business Solutions specializes in financial services including practice management consulting, staff recruitment, succession plan coaching, business growth and acquisition programs. Our clients include independent broker dealers, wealth managers, CPAs and investment management firms with range of $200 million - $5 billion assets under management. Contact Us or 562-439-4804.