ped resources
Tools To Help You Succeed

Multi-Generational Wealth Counseling requires a relational skill set. It’s simple, yet complex. With these
resources, we hope you feel empowered to lead your clients.

PED How-To Guide
PED Persona Training Cover
Prospective Client Brochure
stewarding family legacy
Binder Chapter Content
Chapter Content Image
Client Letter Template
Client Letter Template
Attorney Letter Template
Attorney Letter Image
TSG Brochure
TSG Brochure