Wisdom Information

The Wisdom program was first introduced in 2008 as a way to help financial advisors, accountants, attorneys, property/casualty risk managers collectively deliver an experience their clients had never seen before. This experience became known as the virtual family office. The training has evolved from its' early days and continues to impress those who recognize the age of AI will demand more use of human skills than quantitative activities like lengthy financial plans. We are big believers in helping clients understand their opportunities and challenges when facing retirement, college funding, or any other family obligation. We strive to empower advisors to have conversations that drive the client experience like philanthropic planning for families with over $5 million or even qualified small business stock that can save millions of dollars in capital gains taxes at EXIT from a tech or manufacturing startup. Join us as we continue to inspire and motivate significant behavioral change among important advisors to wealthy families. Reach out to attend the next Wisdom program.