Expert Sourcing Firm Benefits
Collective Wisdom - Thought Leadership
The WEH - Forged from the 40+ years of HNW Family consulting successes of our core organization - The Wealth Engineering Institute
- Integrated into the WealthEngineeringTM HubTM Dashboard infrastructure - Utilization by hundreds of Family Offices
- Access to the ES Firm Dashboard - the ES Firm Connector Forum.
- Ability to provide Knowledge Center content and participate in:
• Monthly Podcasts • Monthly Newsletters
• Whitepapers • Weekly Teleconferences
• Videos & Presentations • Monthly Webinars
- Three "Showcase Topic Teleconferences" per year
- Logo placement on all Monthly Newsletters and various Announcements and event invitations.
- Participation in our Family Forums as well as Spring and Fall National Gatherings: Sponsorship - Presenting.
- Branded Online Page and Link in the Expert Sourcing Firm Categorized Directory - Placement within all WEH Dashboards.
- Clickable Logo included on all Family and Business Newsletters, Journals, Announcements and Invitations.
- Tuition Fee reduction regarding the Chartered WealthEngineeringTM Advisor professional designation program.