Workshops-in-a-Box

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.

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.

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.

The Two Workshop Tracks You Can Offer

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.

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.

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.