WHOLE FAMILY ADVISOR

Educational services, namely, providing training of professionals who serve families with wealth for certification in the field of multi-generational family wealth planning, values transfer and wealth transfer; conducting classes and seminars on topics of wealth and values transfer, family governance, family dynamics, estate planning and family philanthropy to financially successful families, family businesses, wealth advisors, family offices, law firms, and financial institutions, provided live, online and by means of video and telephone