Members of the Southern California Institute
The Members, Fellows, and Laureates of the Institute are all experts in their field, who enjoy teaching and who give of themselves and their time. They all believe strongly in the power of collaboration, assisting each other in many ways: providing expertise and unique knowledge, sharing their experience and wisdom, and helping other professionals become better at what they do.
Members, Fellows, and Laureates also provide significant benefits to the prospects and clients of the professionals who utilize the Institute's collaborative network, adding knowledge and judgment to specific legal matters, educational and informational events, and offering opportunities for prospects and clients to truly understand the complexities of legal and business members.
Members of the Institute include all those professionals who take an active interest in expanding their knowledge base and collaborative relationships in wealth strategies planning for their clients. Members have and currently attend the Institute's educational programming, and participate in an active dialogue geared towards understanding and developing the latest estate planning techniques.
Fellows of the Institute include those Members who are qualified to teach and present our educational programming to other financial professionals on a regular basis. Fellows also include the Students of the Laureate in Wealth Strategies Program, a 2 year certification program designed to educate estate planning professionals in attracting and working with affluent clientele, as well as designing and implementing advanced wealth strategies plans.
Laureates of the Institute include those Fellows that have completed a 2-3 year Mastery Program in Advanced Wealth Strategies, focused on affluent families with estate complexities of the $25 million level and above. The Laureates are uniquely prepared to serve the affluent client. Collaboration between the Institute Laureates allows each of us to better serve the Wealth Strategies planning needs of our affluent clients. They also continue to share and teach with other Fellows and Members.
We are extremely proud of our group of subject matter experts and take great pleasure in providing them the means to help so many professionals, individuals and business owners.
Feel free to brows all the different Members who are apart of the Southern California Institute and Laureate Program.
