Curriculum Development: Content for High Net Worth Client Resource Guide
In today’s changing and rapidly evolving high net worth marketplace, clients and their key advisers need a schematic, readily accessible resource that provides a conceptual map and answers to frequently asked questions on wealth and life planning, wealth-related family matters. Ultimately, the wealthy family wants to know the best ways to succeed at preserving both family wealth and family unity. MMCI has identified seven domains in which clients, their families, and advisers regularly seek information and guidance:
- Family GovernanceDistribution and Estate Planning
- Family Connection
- Privately held Family Business
- Philanthropy
- Legacy and Heritage planning
- Education and development of family members
MMCI can develop a curriculum customized for your organization for each of these domains. This powerful resource provides wealthy clients and advisors with user-friendly information on best practices, strategies, case examples, and relevant articles . We cull the most relevant, up-to-date material, and organize the material so it is easily understood and accessible for its users.. The content has a progressive conceptual and tactical organization, allowing for the developmental readiness of its users.
Users can access this curriculum through a website, power-point presentation, and handbook.