Becoming A
Wealth Transfer Specialist

A proven holistic model for
professional advisors to expand
their family business practice

Financial
Tax
Legal

Offer your family business clients a proven, wealth transfer planning process

Enhance your image as a professional family business advisor

Build a base of satisfied clients

Develop a never-ending source of new prospects

Increase your income through value-added planning fees

The Family & Business Renewal (FBR) model helps entrepreneurs, business owners and their families transfer wealth to succeeding generations, enhancing family relationships in the process

"The FBR System approach helps me do a more thorough job for my family business clients. The income from my practice has increased dramatically. No one else offers as complete an approach to helping businesses plan for the future."

Fred Heyer, CLU, ChFc, Financial Planner

Becoming a Wealth Transfer Specialist - Karl Bareither - ebook

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The FBR System is unique

Seeks continuation of family business and minimization of taxes

Opens lines of communication

Enhances business profitability

Uses process oriented strategies to move the family in a positive direction through hones dialog

Increases problem solving skills of the entire family

Helps re-frame issues and expand understanding

Becoming A Wealth Transfer Specialist - learn how the FBR process can help advisors create a Wealth Transfer Plan

Consider The Consequences Of Not Having A Plan

Shortly after his passing, John Wayne's heirs lost his 47,000 acre Arizona ranch because the wealthy actor had failed to do any business continuation planning.

Perched above the shimmering California coastline, a 9,000 acre ranch belongs to a family since 1882, is lost after a 20-year legal battle stemming from inadequate family communications, business and financial planning.

Western land baron Clarence Salyer lost control of his empire when two of his sons forced him out of power, forever dividing the family into two irreconcilable factions.

Study The Statistics

In the next ten years, succession will occur in over 50% of family businesses

only 57% have done any estate planning

only 30% of family businesses survive beyond the first generation

only 28% of family businesses have a formal buy-sell agreement

only 15% of family business survive beyond the second generation

only 7% of family businesses have advisors to help deal with family relationship problems

The Family & Business Renewal model helps entrepreneurs, family business owners and their families transfer wealth to succeeding generations, enhancing family relationships in the process.

The Becoming a Wealth Transfer Specialist e- book is a guide to a time-tested approach to family business succession and estate planning.

Find out why traditional business succession planning fails, and how the FBR model reaches beyond reaches beyond traditional planning techniques

Learn how best to protect your business and estate through wills, trusts, gifts, life insurance, buy-sell agreements, and more

Understand why and how to include the entire family in the planning process

See how hundreds of business owners and their families have benefited from working through the FBR process

A valuable resource for all entrepreneurs, business owners and family members.