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Programs & Events

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No one in family business should feel isolated or overwhelmed. FBA provides tailored programs and events for members within a supportive community of peers who truly understand.

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Accredited Advisor Masterclass Series: Generational Wealth Transfer

This program is for FBA Accredited Advisors, who have completed Part 1 and Part 2, and are seeking further professional development

The largest intergenerational wealth transfer in history is underway, with over $5 trillion set to pass from the Baby Boomer generation to their heirs. This shift presents both a challenge and an extraordinary opportunity for advisors to elevate their role beyond financial and estate planning.

Today’s high-net-worth (HNW) families seek advisors who understand the broader dimensions of family wealth – relationships, values, legacy, and purpose. Delivered by Brad Scott, Institute for Family Wealth, this masterclass series equips advisors to become confident facilitators of these complex, non-financial conversations, helping families prepare heirs and preserve both assets and harmony across generations. More than just a course, The Great Wealth Transfer is a transformational program that empowers advisors with the mindset, tools, and strategies needed to engage deeply with multigenerational families. Through case studies, facilitated discussions, and ongoing support, participants will gain the insight and confidence to attract new HNW clients, retain existing ones, and differentiate their practice. Advisors will learn to navigate the family dynamics that often derail transitions, and lead meaningful discussions that strengthen trust, unity, and long-term client relationships.

What's Included:

Masterclass

  • 4 x 3-hour interactive workshops All sessions are held online via Zoom

Business Building Tools

  • Collection of Institute for Family Wealth books

  • Whitepapers & Articles

  • Series of Inheritance Conversation Checklists

  • Presentations with Companion Workbooks

  • Speakers Bureau for Client Events

  • Marketing Resources

  • Family Workbook

Key Learnings:

  • Understand the key non-financial risks and dynamics in wealth transfer.

  • Confidently lead inheritance conversations that unify, rather than divide, families.

  • Develop strategies to attract and retain HNW families through generational change.

  • Build trust and rapport across multiple generations, including rising generations, and women leaders.

  • Learn how to design and facilitate effective family meetings.

  • Gain access to turnkey tools including workbooks, checklists, and conversation guides.

  • Develop a practical, business-building plan using the Institute for Family Wealth toolkit.

  • Earn IMCA and CFP continuing education credits.

Who Should Attend? 

Only available to FBA Accreditated Advisors.

This course is designed for Financial Planners, Family Office Executives, Wealth Managers, Estate Planners, Accountants, Trusted Advisors, Bankers, and Lawyers who work with – or want to work with – affluent multi-generational families.

ONLINE: Accredited Advisor Masterclass Series - Generational Wealth Transfer

Tuesday, 3 March - 21 April 2026
12:00am - 2:00pm AEDT

Learn more and register here

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