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Becoming the Whole Family Advisor

Session Speakers
Session Description

Why Attend
During this pre-conference workshop, discover how to broaden your relationships with high-net-worth families to help them retain their wealth and grow your practice .

Session Details
Advisors working with wealthy families face several challenges: They must work across generations, retain assets, and identify growth opportunities for their businesses. In this three-hour workshop, a subject-matter expert will help advisors transition from a one-to-one to one-to-family relationships.

Discover:

  • How to retain these clients and assets and promote growth
  • How advisors can prepare younger family members to become responsible stewards of their families’ wealth and legacy
  • Tools for expanding and solidifying relationships with multi-generational family clients in order to be viewed as their trusted advisor
  • Learn to speak Millennial and useful ways to engage this generation based on OppenheimerFunds exclusive research

* Please note that space is limited to a maximum of 35 participants including advisors and team members.

Additional Information
CPE-2 hrs, CIMA-2 hrs, CE-2 hrs
Pre-Conference Session
3 h
Session Schedule