Wealth 3.0 Masterclass – Meet the Flintstones!
This interactive session – based on the Flintstones family – illustrates the impact traditional advisor approaches can have on advisor-client dynamics and achieving optimal outcomes for multi-generational family wealth transitions. You will be introduced to Wealth 3.0 concepts, the client experience, advisor and family impacts and collaborative approaches.
The discussion topics and activities will include:
- What do families of wealth want
- Wealth 1.0 to Wealth 3.0
- Flintstones case study
- What is wealth and the 10 domains of wealth
- Collaboration tasks
- Key takeaways
Note: This event is for Advisors only.
Speaker
Cindy Radu
With over 30 years of experience across law, accounting, trust and governance, Cindy supports exceptional families with amplifying their wealth potential across generations. Her collaborative approach connects deep technical knowledge with a compassionate focus on family dynamics, fostering open communication and informed decision-making.
We look forward to seeing you there.
If you are a member of the following associations, please register through the button below:
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Society of Trust and Estate Practitioners (STEP)
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Chartered Accountants Australia and New Zealand
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Financial Advice Association of Australia
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Institute for Collaborative Work
Thank you to our Event Host
This event is proudly supported by FBA, Wright Evans Partners, Perkins Lawyers, University of Adelaide, Deakin University, and Bentleys.
Click here to view the terms and conditions.
Please contact the office on 1800 249 357 or education@familybusiness.org.au if you have any questions or need assistance registering for this event.
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