FOR WEALTH MANAGEMENT FIRMS SERVING MULTIGENERATIONAL FAMILIES
Preparing The Next Generation Of Wealth For Success
Future-Ready Leader prepares the adult children of your clients to make better decisions about who they are, what they want, and the wealth they will inherit. Co-designed with your firm's planning framework. Delivered by Cleaver Company alongside your advisors.
$62T
IN WEALTH TRANSFERRING THROUGH 2048 FROM 2% OF HOUSEHOLDS THAT ARE HNW OR UHNW*
$10+M
NEW AUM FROM PARTNER FIRM’S 2025 PILOT COHORT
70+
YEARS OF COACHING METHODOLOGY BEHIND THE PROGRAM
89%
OF PRACTICES CITE FAMILY MEETINGS AS A BEST PRACTICE*
*Source: Cerulli Associates, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024.
Firms Believe in Family Engagement. Few Have a Way to Deliver It.
Most firms serving HNW and UHNW families agree that engaging the next generation matters. In Cerulli's 2024 survey, 89% of firms called family meetings a key best practice. In practice, that work tends to rest on individual advisors, happen late, and center on the plan rather than the people inheriting it.
01
The Relationship is with the Parents
Firms know the first generation well and the heirs mostly by name. When wealth moves, the heirs decide who manages it, often based on relationships they built somewhere else.
Some advisors handle family conversations well. Most were trained for financial ones. Without a shared approach, next-generation engagement varies from one advisor to the next.
02
It Depends on the Individual Advisor
03
The Conversations Happen Late
Family meetings tend to follow a sale, a health event, or an estate update. By then, the heirs are receiving decisions rather than preparing to make them.
Adult children inheriting significant wealth are also working out who they are, what they want, and where they fit in the family. Financial education alone doesn’t prepare them for success.
04
Heirs Need More Than a Plan
INSIDE THE FUTURE-READY WORKSHOP SERIES
A Transformative Experience for your Client’s Entire Family
Future-Ready Leader is a small-group, personal experience with one heir, a group of peers, or the whole family. Participants explore who they are, what they want, and what they will do with what they inherit, and they leave with a clearer way to make personal, professional, and financial decisions. Each builds a personal compass, a working framework for financial and estate judgment, and a written plan with commitments at three, six, and twelve months.
You aren't just adding a service. You are becoming the person your clients trust to prepare the next generation — the most valuable and defensible position an advisor can occupy.
Module 1 — Future-Ready Self: Four pillars: Energy, Identity, Relationships, Purpose. Participants map what fuels and drains them, name their values and strengths, build the Success Team they will lean on, and define the legacy they intend to leave. It ends in a one-page Self-Compass they return to when a real decision is in front of them.
Module 2 — Future-Ready Wealth: Co-designed with your firm. The financial framework (asset allocation, risk, taxes, estate planning) is built from your firm's own planning approach and led by Cleaver Company, with your advisor in the room and credited as the source. The focus is judgment, not products.
Module 3 — Future-Ready Plan: Participants decide what to carry forward from the family's values and where to build something of their own, then commit to targets at three, six, and twelve months.
ADVISORY BENEFIT 01
Relationships That Hold Through the Transfer
Heirs get to know your advisors before the wealth moves, in a setting built around them rather than the portfolio. The firm's role grows with the family instead of ending with the first generation.
ADVISORY BENEFIT 02
A Consistent Next-Generation Offering
Family engagement does not depend on which advisor a client happens to have. Every advisor works from the same structure, materials, and support.
ADVISORY BENEFIT 03
Advisors Who Stand Apart
Coaching and certification give your advisors a clear point of difference in the conversations that matter most to HNW and UHNW families.
ADVISORY BENEFIT 04
Your Firm's Name on the Work
Through Partnership Licensing & Design, the program carries your brand and reflects your planning framework. Clients experience it as part of what your firm does.
Hear From The Families Themselves
Heirs and parents from the 2025 pilot.
Future-Ready Workshop Participant
Future-Ready Workshop Parents
Future-Ready Workshop Participant
YOUR PARTNERS
Coaching Depth and Succession Experience
Future-Ready Leader combines Cleaver Company's 70-year leadership development methodology with more than two decades of business succession and estate planning work.
Frank DuMar leads the coaching. Anthony Basamian brings the perspective of families working through what comes next.
Methodology refined over 70+ years through Cleaver Company International
Pilot cohort: 3 workshops, 8 families, immediate deepening of client intimacy
2 new organic client referrals from pilot families - $5M AUM each
Distributed through top-20 RIA network
Frank DuMar
CEO | Cleaver Company | 30+ Years Executive Coaching
Frank has worked with over 500 companies and personally coached hundreds of CEOs across every major industry. His human development methodology — refined since 1955 — is the engine at the core of the Future-Ready Leader experience.
Anthony Barsamian
Managing Partner | Hutchings, Barsamian, Mandlecorn LLP
Anthony has advised family-owned businesses in areas including business wealth transfer and generational business planning, as well as asset protection, estate planning, and business succession, for over 25 years. He has also advised on family estate and trust planning, representing many successful business owners and families in the region.
ENTERPISE PARTNERSHIP
We Help Firms Secure Relationships for the Next Generation
Four ways to bring Future-Ready into your firm. Start with one, or build a full partnership. Every engagement runs through your firm and your advisors.
01
Advisor Growth Coaching
Coaching and certification that give your advisors a clear competitive differentiation in their own client conversations. Your advisor stays the quarterback throughout.
02
Future-Ready Workshop
Virtual and live sessions built for your most important clients and their heirs. The natural place to start: one workshop, one group, nothing committed beyond it. Held over a weekend, online, or as a live series across one to four months, with your advisor hosting throughout.
03
Private Family Engagements
For families whose portfolio and relationship warrant a more bespoke engagement. Individualized coaching and consulting with the next generation, the parents, and the business, ending in a written plan. Introduced and led by your advisor.
04
Partnership Licensing & Design
Your firm's name on the work, shaped by your own advisors. A curriculum customized to your client base, carrying your firm's brand, under an annual or multi-year partnership.
Is Future-Ready Right For Your Firm?
Tell us about your firm and the families you serve. We'll follow up to set up a time with the team and talk through where Future-Ready could fit.
