Moving beyond owner-centered planning

In the next 40 years, more than $10 trillion of wealth will be transferred. Clearly, now is the time to embrace a proven wealth transfer model to meet the growing demand.

FBR System provides financial, tax and legal advisors with the training and skill-building needed to assist small business owners in successful wealth transfer. Frequently advisors have the technical knowledge but little or no experince in integrating family issues with business strategies. By adopting the FBR Model, advisors will expand client services, increase planning fees and multiply products sold by studying this family-focused model for wealth transfer planning.

Currently, most financial advisors interact solely with the owner of the business and have little or no communication with the members of the owner's family. This lack of teamwork frequently results in the loss of business continuation when death, disability, or retirement occurs. It is time to adopt a different model for wealth transfer planning.

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