Inheritors of Wealth™
Essential agenda for people who come into significant money
The Inheritors of Wealth™ programme is an exciting new service that meets a very real need.
When people come into substantial money, there are risks as well as obvious benefits. Such wealth can impact on an individual’s lifestyle, leading to personal and social problems along with economic responsibility.
We have designed the Inheritors of Wealth™ agenda with extensive input from specialist consultants who work with ultra-wealthy families. Attending will help delegates to develop the life skills and technical understanding that will equip them to be more comfortable with wealth ownership – ensuring, in short, that the wealth will belong to the individual rather than he or she belonging to it.
Each session will be delivered by an expert in his or her sphere. All the tutors are successful professional advisors to family businesses and wealthy families. During the programme they will be available for informal one-to-one mentoring consultations at no additional cost.
To maximise the benefit to delegates, the Inheritors of Wealth programme™ offers a rolling series of course bookings up to six months ahead, to meet their busy schedules. Typically we will set up our "campus" at a leading London hotel, which provides sufficient rooms for us to combine formal presentations with breakout sessions and one-to-one mentoring. To protect delegates' privacy and security we will not publicise where we are holding each course. But we will always base the programme in an attractive hotel and allow time in the agenda for delegates to benefit both from peer group networking and the facilities available.
For further details about Inheritors of Wealth™ please visit our:
For more information or to register on a client’s behalf, please contact Brian Clarke on 01534 630500 – or email.
Another example of Key Caring for our clients and their families
