EXPERTISE IN A BROAD RANGE OF TOPICS

With an experienced and diversified membership, Family Wealth Advisors Council has a broad range of topics where we can provide expertise and insight. Our members are sought after speakers and writers on many wealth management issues.

SUPER TREND CONVERGENCE

How 3 major super trends (globalization, technology accelerators and the global age wave) are causing rapid and dramatic change in all areas of our economy and personal finances.

ENSURING FINANCIAL SUCCESS DOES NOT RUIN YOUR FAMILY

90% of successful families lose their financial wealth in three generations or less. Tips and techniques to ensure you are one of the successful few.

BEING TAX SAVVY

For better or worse we live in a country with a complex and constantly changing tax code. Learn from the experts what you can do to pay what you owe, when you owe it – but not a penny more.

SANDWICH GENERATION

There are nearly 10 million people between the age of 41 and 60 who find themselves caring for both aging family members and children. How can you find a balance and not go broke in the process?

WOMEN OF WEALTH

In addition to the ground breaking study completed by FWAC below are more interesting articles to consider on this complex topic.

10 COMMANDMENTS OF SOUND FINANCIAL PLANNING

Based on over 100 case studies, what financial areas should be focused on year-in and year-out to move towards a preferred financial future.

7 KEYS TO A SOUND RETIREMENT

Sound financial planning and investment ideas, includes the latest research on what makes retirees happy, ways to stay engaged in retirement and dealing with the loss of key faculties up to 10 years before dementia is diagnosed.

ECONOMIC SCENARIOS FOR THE COMING YEAR

“Best of” scenario analysis of many of the top economic and finance experts, coupled with award winning research from several member firms.

7 IDEAS FOR A SOUND ESTATE PLAN

Based on 7 key mistakes (tax and non-tax) that have been made and how to avoid them. Planning tips “beyond the traditional will”. How to create a worry-free multi-generational distribution plan.

INVESTMENT STRATEGIES FOR TURBULENT TIMES

How to successfully invest in the post-Great recession era with major wildcard and geo-political risks looming everywhere.

5 WAYS FOR CLOSELY HELD BUSINESSES TO DEAL WITH CHANGE

How can closely held businesses deal with the aftermath of the Great Recession while also facing the “industrial revolution on steroids” that lies ahead? Based on interviews with over 100 closely held businesses around the U.S.

EXIT PLANNING FOR THE CLOSELY HELD BUSINESS OWNER

In-depth discussion of 5 key ways for business owners to sell or transition their business. Includes excerpts from the book, CEO Road Rules, written by a FWAC member professional.

Thought Leadership

With an experienced and diversified membership, Family Wealth Advisors Council has a broad range of topics where we can provide expertise and insight.

FWAC member firms share the belief that the only way to serve clients well is by going beyond investments to look at all the other aspects that are important to your financial life.