ADVISORS CAN CO-BRAND THE 100 YEAR VISION WORKSHOP FOR THEIR CLIENTS
ADVISORS CAN CO-BRAND THE 100 YEAR VISION WORKSHOP FOR THEIR CLIENTS
Workshops-in-a-Box
Workshops-in-a-Box
Bring transformational value to your clients by delivering proven, high-impact family workshops under your own brand—with all the tools, training, and support you need. Our Workshop-in-a-Box equips you to lead compelling experiences that help families grow in purpose, alignment, and holistic wealth across generations.
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Interested in leading a workshop for
your clients? Get your Legacy Kit
today!
Interested in leading a workshop for your clients? Get your Legacy Kit today!
Interested in leading a workshop for your clients? Get your Legacy Kit today!
BUY NOW
Workshops In-a-Box
Workshops
In-a-Box
Deliver More Than Financial Strategy—Facilitate Legacy Transformation
Deliver More Than Financial Strategy—Facilitate Legacy Transformation
As an advisor to high-net-worth families, you know that wealth preservation is only one piece of the puzzle. True multi-generational thriving depends not just on assets—but on alignment, trust, purpose, and personal growth. That’s why we’ve created Workshop-in-a-Box: a complete, ready-to-use system that empowers you to facilitate meaningful experiences for your clients—experiences that create lasting impact and elevate your value as a trusted guide.
As an advisor to high-net-worth families, you know that wealth preservation is only one piece of the puzzle. True multi-generational thriving depends not just on assets—but on alignment, trust, purpose, and personal growth. That’s why we’ve created Workshop-in-a-Box: a complete, ready-to-use system that empowers you to facilitate meaningful experiences for your clients—experiences that create lasting impact and elevate your value as a trusted guide.
What Is It?
What Is It?
The Workshop-in-a-Box is a turnkey package that allows you to present our transformational family workshops under your own name and brand. Whether you’re leading an intimate retreat, a client appreciation event, or a legacy-planning session, you’ll have everything you need to host a highly engaging, insight-rich experience.
The Workshop-in-a-Box is a turnkey package that allows you to present our transformational family workshops under your own name and brand. Whether you’re leading an intimate retreat, a client appreciation event, or a legacy-planning session, you’ll have everything you need to host a highly engaging, insight-rich experience.
Each box includes:
Each box includes:
Professionally designed PowerPoint presentations
Facilitator script with detailed talking points and Q&A prompts
Participant workbooks and implementation guides
Intro and wrap-up messaging templates (customizable for your brand)
Optional pre-event and post-event communication templates
Brief facilitator training and onboarding
Access to our team for implementation support
You don’t need to reinvent the wheel. You just need to deliver it with care.
You don’t need to reinvent the wheel. You just need to deliver it with care.
The Two Workshop Tracks You Can Offer
The Two Workshop Tracks You Can Offer
1. 100-Year Family Vision Workshop
1. 100-Year Family Vision Workshop
This session helps families get clear on who they want to become—across generations. Through guided reflection, storytelling, and practical exercises, participants craft a vision that integrates all five forms of family capital: spiritual, relational, human, societal, and financial.
This session helps families get clear on who they want to become—across generations. Through guided reflection, storytelling, and practical exercises, participants craft a vision that integrates all five forms of family capital: spiritual, relational, human, societal, and financial.
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2. Family Compass Workshop
2. Family Compass Workshop
This workshop helps families name and align their core Values, Mission, and Vision—then design the relational, structural, and guidance pathways to bring them to life. It’s especially impactful for families navigating growth, transition, or new chapters together.
This workshop helps families name and align their core Values, Mission, and Vision—then design the relational, structural, and guidance pathways to bring them to life. It’s especially impactful for families navigating growth, transition, or new chapters together.
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WHY THIS MATTERS FOR ADVISORS LIKE YOU
Offering these workshops positions you as more than a financial strategist—you become a catalyst for holistic family flourishing. You’ll help clients:
Offering these workshops positions you as more than a financial strategist—you become a catalyst for holistic family flourishing. You’ll help clients:
Strengthen family unity and clarity
Prevent relational and capital erosion across generations
Engage rising-gen members with purpose and connection
Deepen trust and loyalty in your advisory relationship
Stand out in a crowded marketplace with distinctive, values-based service
Let’s help your clients flourish—not just in what they own, but in who they are.
Let’s help your clients flourish—not just in what they own, but in who they are.
This workshop deepens trust, extends relationships, and anchors multi-generational retention.
This workshop deepens trust, extends relationships, and anchors multi-generational retention.
This workshop deepens trust, extends relationships, and anchors multi-generational retention.
LONNIE GIENGER - FOUNDER
LONNIE GIENGER - FOUNDER
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