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

An IBF-STS Accredited full-day workshop for private bankers and relationship managers in Singapore.

IBF-STS Accredited

7 CPD hours

Full Day

Intergenerational family wealth planning helps private bankers guide families through conversations about succession, values, assets and legacy. These discussions may involve different priorities, unresolved tensions and concerns about preparing the next generation. Therefore, advisers need strong facilitation skills in addition to technical wealth-transfer knowledge.

This full-day family wealth and legacy planning course in Singapore equips private bankers and relationship managers to lead these conversations more effectively. Participants use the F.A.M.I.L.Y. framework to explore family dynamics, define shared priorities and support next-generation engagement. In addition, they practise asking open questions, managing disagreement and summarising decisions clearly. They also learn when to involve legal, tax, estate-planning or investment specialists.

Dates

No program dates are available yet.

Duration

1 Day

CPD Hours

Program Fee

S$1,500

Early Bird: 10% Discount

Choose your session

Pick a date that works for you. A confirmation email with venue details will be sent closer to the date

No open dates found for this course.

Why do most wealth transfers fail — and what can your advisory do about it?

Studies consistently show that 70% of wealth transfers fail by the second generation, and 90% by the third. The primary reasons are almost never financial — they’re relational: communication breakdowns, misaligned values, unprepared heirs, and unresolved family tensions. This creates both a risk (losing the family’s wealth to conflict or a next-generation advisor relationship) and an opportunity (becoming the trusted facilitator who helps the family navigate these conversations successfully).

Module J of the Wealth Advisory Program gives you the F.A.M.I.L.Y. framework and the facilitation skills to lead these conversations with confidence — from aligning family values to navigating conflict, engaging the next generation, and presenting actionable legacy plans.

70%

of family wealth transfers fail by the second generation due to communication breakdown, not financial mismanagement

Williams & Preisser, Preparing Heirs, 2003

S$84T

in assets to be transferred from Baby Boomers globally through 2045 in the Great Wealth Transfer

Cerulli Associates, 2023

Who should attend this workshop?

Private Bankers

Relationship Managers

What will you walk away with?

Knowledge: Understand the key principles and frameworks for effective family wealth and legacy planning — including dynamics of intergenerational wealth transfer, common pitfalls, and what distinguishes successful from failed family wealth conversations.

Soft Skills: Master techniques for asking powerful questions, handling objections or difficult conversations, and summarizing complex family discussions in ways that move everyone toward shared decisions.

Technical Skills: Know when and how to involve specialists — internal or external — in complex family wealth conversations, and how to coordinate a multi-disciplinary advisory approach.

Mindset: Cultivate the empathy and solutions-driven thinking needed to navigate family dynamics effectively — understanding that family wealth conversations are fundamentally about relationships, not just assets.

Apply the F.A.M.I.L.Y. framework confidently across all four practice scenarios — from aligning family values through to presenting actionable legacy plans.

What does the program cover?

Two modules — Key Topics and Frameworks & Tools — with four structured role plays mirroring real advisory scenarios across different stages of family wealth conversations.

Key Topics — Understanding Family Wealth Dynamics

Dynamics of Intergenerational Wealth Transfer — why wealth transfers are emotionally and relationally complex, and what advisors need to understand about family systems.
Key Statistics & Trends in Family Wealth Longevity — the data on wealth erosion across generations, patterns of successful preservation, and advisory positioning implications.
Common Pitfalls in Family Wealth & Legacy Discussions — wrong timing, wrong language, wrong level of technical detail, missing family members.
Examples of Failed Wealth Transfers & Fractured Relationships — case analysis of real situations where wealth transfer broke down.
Examples of Well-Executed Intergenerational Conversations & Legacy Planning — what success looks like and the facilitation behaviours that made it possible.
Generational Engagement & Bridging Gaps — how different generations think about money and legacy, and how to facilitate conversations that bridge those differences.

Frameworks & Tools — Mastering the F.A.M.I.L.Y. Framework

The F.A.M.I.L.Y. Framework — Family, Assets, Mission, Impact, Legacy, Youth Engagement: the complete facilitation structure for leading family wealth and legacy conversations.
5 Core Facilitation Skills: Open Questions (eliciting authentic family perspectives); Structured Meetings (designing productive family conversations); Preparation (what to know before entering); Summarizing Skills (capturing complex discussions all parties can agree on); Listening & Mediation (staying neutral, hearing all voices, de-escalating tension).
Identifying when to bring in specialists — Internal and External: knowing when to involve legal, tax, or estate planning expertise without disrupting the family relationship.

Enhance Portfolios

Integrate Bitcoin and blockchain into portfolio strategy considerations — applying a structured suitability framework to determine when digital assets may be appropriate, for which clients, and at what allocation levels.
Present successful case studies of cryptocurrency-driven portfolio outcomes — understanding what has worked, what hasn’t, and why — to give clients context beyond price charts.
Demonstrate leadership in advising on emerging financial trends — positioning yourself as a forward-thinking advisor who helps clients navigate new financial territory thoughtfully.

Why attend this workshop?

Foundational clarity

Most private bankers have the technical knowledge to manage a wealth transfer. Few have the facilitation skills to lead the family conversations that make it work. This workshop fills that gap with a structured framework, real case studies, and the conversational skills that distinguish advisors who become trusted family advisors from those who manage just one generation’s assets.

Practical application

Four structured role plays across four distinct family conversation scenarios — aligning values, navigating conflict, engaging youth, presenting plans. Each mirrors real situations, with facilitated feedback from momenta’s coaches. You’ll leave having practised all four.

Future readiness

The Great Wealth Transfer is the single largest advisory opportunity of the next two decades. Advisors who facilitate intergenerational family conversations will deepen multi-generational relationships, increase wallet share, and become the natural home for the next generation’s wealth.

Is this workshop IBF-funded?

This program is accredited under the IBF Standards Training Scheme (STS). Eligible Singapore Citizens and Permanent Residents receive 50% funding, capped at S$3,000 per participant per course; Singapore Citizens aged 40 and above receive 70% (same cap).
TGS Reference Number: TGS number: TGS-2025057369

Frequently asked questions

Is this program suitable for RMs who don't yet have HNW clients?

Yes. The facilitation skills built here are valuable at any career stage. Even without significant family wealth clients now, you’re developing capabilities you’ll need when you do — and the frameworks apply to smaller-scale family conversations too.

What does IBF-STS funding cover?

IBF-STS funding is available to eligible self-sponsored and company-sponsored individuals.

Singapore Citizens and Permanent Residents: 50% funding support.
Singapore Citizens aged 40 and above: 70% funding support.

Complete the full session to qualify for funding.

Funding eligibility and support are subject to IBF’s prevailing eligibility criteria, funding limits, and terms and conditions. Please refer to the IBF Standards Training Scheme (IBF-STS) page for the latest details.

How many CPD hours will I earn?

7 CPD hours upon completion of the full-day workshop. CPD hours are credited to your IBF record automatically.

What is the F.A.M.I.L.Y. Framework?

F.A.M.I.L.Y. is momenta’s proprietary facilitation framework: Family (understand dynamics), Assets (map financial & non-financial assets), Mission (align on shared purpose), Impact (define desired legacy), Legacy (structure wealth transfer), Youth Engagement (bring in next generation meaningfully). Gives structure to otherwise fluid, emotionally complex conversations.

How does this help with client retention and cross-selling?

Three ways. (1) Builds trust across the full family, not just the wealth holder. (2) The discovery process surfaces additional advisory needs. (3) The next generation is more likely to remain with an advisor they’ve met and trust than to transfer assets when they inherit.

Where is the workshop held?

In-person at a hotel venue in Singapore. The exact address is confirmed and sent to registered participants by email closer to the session date.

Can my company register multiple participants?

Yes. Group registrations via Penny Tang at penny.tang@momenta.biz or +65 9003 2890. In-house delivery is also available and allows customization of case studies to your specific client segments.

What is the cancellation and refund policy?

For questions regarding cancellation or refund matters, please contact us at penny.tang@momenta.biz or call +65 9003 2890. Further details are available on our Terms & Conditions page.

Ready to join us?

Select your preferred session and complete the short form below. We’ll confirm your place and send venue details closer to the date.

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