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Accredited Advisor Masterclass Series - Generational Wealth Transfer

This online masterclass series prepares FBA Accredited Advisors for the Great Wealth Transfer and how to attract, engage and retain Multi-Generational Families. The program focuses entirely on the non-financial topics that service as the new conversations advisors will be equipped to have with affluent families preparing heirs for a successful generational transfer of assets.

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Featured Events

Family Business Essentials Workshop (QLD In Person) - June 2025

Karstens - Level 24, 215 Adelaide Street, Brisbane Queensland 4000

Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?