Wealth Advisory Program (WAP) – Module J: Facilitating Intergenerational Family Wealth & Legacy Conversations

TGS-2025057369

Target Audience
Private Bankers, Relationship Managers

Date

03 July 2026
16 October 2026

Duration

9:00 AM – 5:30 PM
1 Day

CPD Hours

7

Funding

IBF Standards Training Scheme (IBF-STS)

Program Price

Early Bird: 10% Discount (register 1 month before the program commencement date)
Regular Fee: S$1500

Sign up now for any of the sessions. A confirmation email with the hotel venue details will be sent to you closer to your selected date.

This program delivers intergenerational wealth advisory training for private bankers and relationship managers. Participants learn how to facilitate sensitive family wealth and legacy conversations, manage intergenerational dynamics, and build long-term trust with clients through structured, practical frameworks.

Program Overview

Learning Objectives

Facilitate effective intergenerational family wealth and legacy conversations
Apply structured frameworks to navigate sensitive family dynamics
Ask powerful questions and manage objections in complex discussions
Build trust and alignment across multiple generations and stakeholders

Program Introduction & Orientation

This module introduces a practical, advisor-led approach to intergenerational wealth conversations. Participants explore the principles, communication techniques, and facilitation skills required to guide families through wealth transfer, succession planning, and legacy considerations with confidence and empathy.

Intergenerational Wealth & Legacy Conversation Framework

Understand Family & Wealth Dynamics – See beyond the balance sheet

Clarify Values & Legacy – Align purpose across generations

Facilitate Family Conversations – Navigate complexity with confidence

Translate into Action – Drive continuity and long-term outcomes

Practice & Application

Apply the F.A.M.I.L.Y. Framework through guided role-plays

Practise facilitating conversations on family values, governance, and succession

Navigate conflict, resistance, and sensitive topics with confidence

Develop action plans for real-world client situations

Key Value Propositions: Facilitating Intergenerational Wealth & Legacy Conversations

Strengthening Trust Across Generations

This program supports private banking professionals in applying intergenerational wealth advisory best practices aligned with real-world family dynamics, governance considerations, and long-term client relationship expectations.

Confident Family Wealth Facilitation

Enhance your ability to lead structured, empathetic conversations that address family dynamics, expectations, and long-term goals.

Practical, Actionable Frameworks

Apply proven frameworks and facilitation tools that can be used immediately in real client engagements.

Long-Term Relationship Building

Position yourself as a trusted advisor capable of supporting multi-generational wealth continuity and legacy planning.