WEALTH MANAGEMENT FIRMS
Engage next gen heirs and inheriting spouses through custom educational cohorts and personalized coaching.
Embedded Files
THE OPPORTUNITY
THE OPPORTUNITY
The next generation and spouses are where firms most often lose assets — heirs and partners who weren't part of the original advisor relationship move the money elsewhere during a transition. WealthEd gives your firm a way to build trust with the whole family, well before a transfer happens, positioning your firm as a steward across generations, not just an advisor to one.
HOW IT WORKS
HOW IT WORKS
WealthEd runs on a proven workshop curriculum — built and refined through real client engagements — customized to reflect your firm's clients and brand. Your team simply invites the clients; we handle curriculum, materials, and facilitation.
Client & family workshops — single sessions or multi-part series, covering topics like next-gen financial literacy, navigating wealth transitions, and family financial communication
Personalized coaching — dedicated 1:1 support for individual clients navigating a specific transition, with a roadmap built alongside each session — available as an elevated offering for top clients or families who want more than a group setting
Family & Firm Retainers — embedded, year-round support for firms or families who want financial education built into the relationship on an ongoing basis, not just a one-time engagement
Flexible formats — virtual or in-person, single session or ongoing series
Popular topics — Real World 101, Spending & Saving, Debt & Credit, Taxes, Paying for College, Divorce & Widowhood
WHY FIRMS PARTNER WITH WEALTHED
WHY FIRMS PARTNER WITH WEALTHED
Every engagement includes an impact report with a clear record of participation and progress you can share with clients or leadership.
Content can be tailored to your clients' specific needs, from a single workshop tweak to a fully custom curriculum.
Flexible formats include virtual or in-person, single session or ongoing series.
We are purely educational and informational; we do not sell products or promotions.
We handle the curriculum, materials design, and facilitation. Your team simply invites the clients.
Programs are proven to drive higher client satisfaction and strengthen brand affinity.
Elevate Your Firm's Client Experience
Elevate Your Firm's Client Experience
Prepare the next generation to manage, preserve, and grow family wealth.
Report abuse