Wise Counsel designs and delivers high-quality educational programs for families, family offices, and trusted advisors, including
- Presentations on our books Complete Family Wealth, Cycle of the Gift, Voice of the Rising Generation, and Family Trusts
- Single- or Multi-Day Courses on such topics as giving within families, engaging the rising generation, women and wealth, family trusts, and family philanthropy
Our associates offer educational programs around the globe, through teleconferences, webinars, and in-person events. We can present at a single family meeting or client event. We also design programs for different generations within a family or multiple groups of clients within a firm.