INSTITUTIONAL PROGRAM DESIGN AND DELIVERY 

Clients with generational wealth face complex dynamics and a particular set of unique challenges such as educating and preparing the next generation for the transition of wealth, starting a family office, transitioning a family business and creating a family charitable giving plan. The best firms understand and cater to these concerns, and clients pay attention when they do. 

Insights2 works with firms to expand the scope and scale of their impact with the wealth segments they advise, deploying their years of expertise in how to design and implement family dynamics, family governance, and family education programs and advisory services

This work helps RIAs, multi-family offices and other financial firms acquire or maintain a unique competitive advantage in the wealth management marketplace, via an integrated set of touch points that may include:

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  • Advisor Discovery and Relationship Management: Standing up a more client-centric approach to advice delivery that acknowledges the intersection between finances and family as a core element of the advisory relationship.
  • Marketing/Client Collateral: Developing external brand and client content strategies to better attract and serve families connected through trusts, business and/or charitable giving.
  • Client Education: Creating a platform of unique educational experiences, including tools, workshops and conferences that enhance next generation preparation, foster wealth stewardship, and support effective family governance.
  • Family Meetings: Developing a consistent and repeatable approach to planning, preparation and facilitation of family meetings, including tracking progress on key agreements and identified opportunities.

To avoid concerns about conflicts of interest, Insights2 limits program design and delivery services to one institution at a time. However, all of Insights2’s other services are available to individual clients and advisors regardless of any firm affiliation

Our Other Services

Our Signature Offering

Family Wealth Consulting

Coaching for Professional Advisors

Family Talent and Leadership Coaching

Family History Consulting