Family Wealth Counseling is the revolutionary approach to working with affluent families that is sweeping America. Only by including all three aspects in the Family Wealth Counseling process can a counselor achieve maximum benefits and results for these affluent families . A Family Wealth Counselor has command of a revolutionary new approach to working with wealthy families that is sweeping across the country. Family Wealth Counseling addresses the financial, social, spiritual and emotional aspects of a family's life and wealth within a broader context of life planning instead of the more traditional and less effective context of estate planning. Family Wealth Counselors help families seize their remaining time, employ their unique talents and mobilize their accumulated treasures to find fulfillment and significance as they discover and carry out their life purposes.
Regular Members have the right to vote and attend all conferences as long as dues are kept current.
Annual dues will follow January 1. Provisional Members Extended are those PMP participants who do not complete their training during their regularly scheduled class sessions. The right to attend the conferences is retained but not the right to vote. If training is not completed during this one-year extension, membership will be terminated. Associate Members are individuals who are leading professionals in the estate-planning field but who have not gone through the PMP training.