Intergenerational Wealth Conversations™ is a comprehensive suite of content for advisors and wealthy families. Many family wealth challenges are born out of inadequate preparation and insufficient communication. The Intergenerational Wealth Conversations™ Program helps advisors better understand how to engage with, educate, and serve as a facilitator of critical conversations to wealthy multigenerational families. The program focuses on three main areas: clarifying wishes and intentions, organizing finances, and defining family money values. It provides insider guides for advisors that include scripts, tutorials, and meeting agendas. There are also companion guides to help clients take action.