ACCREDITED ADVISOR MASTERCLASS SERIES
The Great Wealth Transfer: Attracting, Engaging & Retaining HNW Generational Families
This program is for FBA Family Business Accredited Advisors only, who have completed Part 1 and Part 2, and seeking further professional development.
The largest intergenerational wealth transfer in history is underway, with over $5 trillion set to pass from the Baby Boomer generation to their heirs. This shift presents both a challenge and an extraordinary opportunity for advisors to elevate their role beyond financial and estate planning.
Today’s high-net-worth (HNW) families seek advisors who understand the broader dimensions of family wealth – relationships, values, legacy, and purpose. Delivered by Brad Scott, Institute for Family Wealth, this masterclass series equips advisors to become confident facilitators of these complex, non-financial conversations, helping families prepare heirs and preserve both assets and harmony across generations.
More than just a course, The Great Wealth Transfer is a transformational program that empowers advisors with the mindset, tools, and strategies needed to engage deeply with multigenerational families. Through case studies, facilitated discussions, and ongoing support, participants will gain the insight and confidence to attract new HNW clients, retain existing ones, and differentiate their practice. Advisors will learn to navigate the family dynamics that often derail transitions, and lead meaningful discussions that strengthen trust, unity, and long-term client relationships.
Specific Objectives:
- Understand the key non-financial risks and dynamics in wealth transfer.
- Confidently lead inheritance conversations that unify, rather than divide, families.
- Develop strategies to attract and retain HNW families through generational change.
- Build trust and rapport across multiple generations, including rising generations, and women leaders.
- Learn how to design and facilitate effective family meetings.
- Gain access to turnkey tools including workbooks, checklists, and conversation guides.
- Develop a practical, business-building plan using the Institute for Family Wealth toolkit.
- Earn IMCA and CFP continuing education credits.
Business Building Tools:
Advisors will leave with the Institute for Family Wealth’s turnkey tools and marketing resources:
- Collection of Institute for Family Wealth books
- Whitepapers & Articles
- Series of Inheritance Conversation Checklists
- Presentations with Companion Workbooks
- Speakers Bureau for Client Events
- Marketing Resources
- Family Workbook
Who Should Attend:
FBA Family Business Accredited Advisors: Financial Planners, Family Office Executives, Wealth Managers, Estate Planners, Accountants, Trusted Advisors, Bankers, and Lawyers who work with – or want to work with – affluent multi-generational families.
Session Dates:
All sessions will be held online, via zoom.
- 2 September 2025, 11am - 1pm AEST – Orientation
- 9 September 2025, 11am - 1pm AEST – Workshop 1
- 30 September 2025, 11am - 1pm AEST – Workshop 2
- 21 October 2025, 11am - 1pm AEDT – Workshop 3
Facilitator:
Brad Scott, EWM Group
FBA Specialist Accredited Advisor
Specialties: Wealth Management, Advisor to Multi-Generational Families and Family Business
Brad is the Founder and Managing Director of EWM Group and has been in the finance and investment industry since 1986. EWM Group is a privately owned national multi-family office and was the first independent Family Office in Australia. EWM Group specialises in Family Governance, Coaching and Education, Investment Governance and Management as well as Philanthropic Services to families and family business.
linkedin.com/in/brad-scott-2744b11
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