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FBR System - Wealth Transfer Specialists
Enriching Families & Businesses for Generations
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Wealth Transfer Specialist with coupleBecome a Wealth Transfer Specialist Become a Wealth Transfer Specialist Become a Wealth Transfer Specialist

Insurace, Financial, Tax & Legal AdvisorsInsurace, Financial, Tax & Legal Advisors

Consider this stark reality: $4.28 billion of family wealth and assets are transferred each year, yet 70% of businesses never survive the transfer.

Many business owners are making wealth transfer decisions based on tax, legal and financial considerations only. Few are including all family members affected by the business transfer. With over 25 million small and medium-sized business in the United States, the effects are staggering.

Since 1969, hundreds of families and businesses have benefited from the FBR System. We teach advisors to engage the entire family, not just the business owner, blend family communication issues with business planning strategies and learn to charge project planning fees.

Benefit by learning how to:
  • Amplify your role as a trusted advisor and become an enduring resource to your client families
  • Establish a fee-based wealth transfer planning practice and increase product sales
  • Benefit from using a proven model and proprietary tools
  • Get support from a network of FBR specialists
  • Secure high net-worth clients
  • Increase client satisfaction with a true service model
  • Enjoy a more fulfilling and profitable practice
 
Benefit your clients by providing:
  • Secure wealth transfer while maximizing business profitability, minimizing IRS involvement, planning for smooth business succession, and avoiding economic disaster
  • Wealth transfer plans as unique as the entire client-family
  • Family satisfaction and harmony
  • Trusted, objective advice and proven techniques
  • Minimized risk of family and wealth disintegration
  • Financial and emotional security due to full family participation

SET YOURSELF APART FROM OTHER ADVISORS:

  • Define wealth as more than property
  • Define "the client" as the entire family
  • Facilitate decision-making by giving voice to individual and collective concerns
  • Use proprietary tools and a proven model to develop equitable, actionable plans
  • Fee-based service model allows objectivity
  • Specialize in capital-intensive, privately-held businesses

LEARN MORE about how FBR trains financial, tax and legal advisors to become Wealth Transfer Specialists. Advisor Benefits include assisting client in Minimizing IRS role, Enhancing Family Communication, and Maximizing Business Profitability.