The Stewardship Advisor™ Certification Program

An Invitation To Evolve Your Practice

A New Era In Family Wealth Advising

Families are facing new questions - ones that spreadsheets alone can’t answer. They are navigating legacy, complexity, and intergenerational dynamics. They’re seeking support that acknowledges not only financial outcomes but the emotional and relational dimensions of transition.

The Family Stewardship Group exists to meet this moment.

This three-tiered certification pathway is designed for advisors who are ready to deepen their presence, reinvent their role, and become trusted guides in the lives of client families. It is a journey of mastery - not just in skill, but in self-awareness, communication, and relationship.

This is about becoming the kind of advisor whose presence is not only helpful, but healing. A partner who holds space for what matters most.

The Risk of Inaction

Today’s families demand more than traditional, numbers-driven financial advising. They expect emotionally intelligent, values-based guidance, and purpose-driven planning that aligns with their financial goals while nurturing relational harmony across generations.

Advisors who fail to evolve risk losing client trust and relevance, ultimately facing the erosion of both their practice and personal financial stability. The challenges they face include becoming disconnected from clients’ deeper needs, missing opportunities to build lasting relationships, and struggling to retain multi-generational wealth clients seeking purpose and legacy-focused advice. As the wealth landscape shifts toward more holistic, human-centered approaches, the true danger lies in standing still.

Without reinventing themselves and their practices, even technically skilled advisors may find themselves unprepared for the future. Adapting to these changes is critical to maintaining influence and success in an increasingly complex & values-driven market.

Our Three-Tier Path to Certification

This immersive certification journey is designed to meet the evolving needs of modern advisors. Across three progressive tiers, participants are invited to expand their presence, deepen their emotional intelligence, and build the capacity to guide families through complexity with grace.

Each level builds on the last, moving from communication tools to inner alignment and self-mastery, and finally the art of family facilitation. Together, these programs create a transformative path to becoming a Stewardship Advisor – equipped not only with tools, but with presence and purpose to guide families into their future with confidence and care.

Tier 1 | Conversation Frameworks™ in the New Era of Advising

September 2025 | 2 Days In-Person | SOLD OUT

This foundational program begins with a question: Who are you willing to be in the new era of family wealth advising?

It is an invitation to step beyond the role of advisor, and into the practice of presence. Through guided frameworks, reflective exercises, and practical tools, you’ll begin the shift from advisor to Stewardship Advisor — someone willing and confident to ask deeper questions to provide exceptional advice.

    • The difference between advising and relational stewardship

    • The evolving landscape of family wealth, beyond money, and what it asks of us

    • Tools for communication, presence, and purposeful inquiry

    • New ways of listening - beyond habit, and conclusions, into being available with intention.

    • The Stewardship Advisor Framework™

    • The Audit Gap Assessment

    • The Conversation Frameworks™ Toolkit

    • The Advisor Re-Invention Map

    • Renewed clairity and confidence about the evolution of your practice

Tier 2 | The Stewardship Advisor Charter™

January 2026 | 3 Months | Pricing Upon Request

Bi-weekly (Virtual) | EQ Assessment & Private Debriefs | 2 day in-person workshop

This second tier is an inward turning. A place to reinvent yourself as you remember your calling began with caring for & helping people.

The Stewardship Advisor Charter™ is not simply a document. It is a declaration of alignment - between your inner values and your outer expression. Through deep reflection, facilitated learning, and private coaching, you’ll distill and refine your mission, voice, and the way you show up for the families you serve.

    • Your natural wiring and strengths (via assessments)

    • Core values, vision, and purpose

    • Emotional range and personal presence

    • Your own philosophy of advising

    • A completed Stewardship Advisor Charter™

    • Greater capacity for self-regulation and listening

    • A plan for implementation

    • Confidence in your unique value and brand promise

Tier 3 | Succession Frameworks™ for Family Meeting Mastery

2026 | 9 Months | Virtual & In-Person | Pricing Upon Request

At the heart of legacy is inquiry. This program supports advisors in becoming facilitators - those who can hold space for family conversations that matter.

In today’s world, families need more than financial planning. They need guides who navigate emotion, history, and conflict with steadiness and grace. Facilitators who support transitions - not only in assets, but in relationships, roles, and meaning. This tier offers a blend of immersive learning, live practice, and optional coaching to prepare you for real-world family meetings.

    • The distinctions between advising and facilitating

    • Tools for neutrality, listening, and emotional presence

    • Family system dynamics and Succession Frameworks™

    • Practices for creating safety, resolving conflict, & uniting families in new futures

    • The FSG Credentialing as a Family Stewardship Facilitator

    • Confidence to facilitate meaningful, high-stakes conversations

    • A toolkit to support real family transitions

    • A new level of trust and connection in your client relationships

The FSG Intellectual Property Subscription

Those in the facilitation tier may subscribe to our Family Facilitation Toolkit & Succession Frameworks™, including:

Templates & Core Documents

(Engagement Letters, Charters, Agendas, Discovery Reports)

Succession Planning & Decision-Making Tools

Values, Vision & Purpose Exercises

(Individual, Branch & Collective)

Family Communication Curriculum

(Engagement Letters, Charters, Agendas, Discovery Reports)

Conflict Resolution Processes & Models

Personal Mastery & Self-Awareness Practices

(7 Elements, Presence Tools)

This library is a living body of work - designed to support your practice, deepen your impact, and offer structure to complexity.

This Work is a Calling

If you feel the pull to serve differently - to meet your clients with deeper presence, purpose, and clarity - this program is a place to begin again. This program goes beyond certification. We offer transformation. Join us on this path, to walk together.