A Trident Experiential Program for Wealth Advisors
The Helm
A done-for-you experience that puts your firm at the center of the next generation — before the transfer, not after the funeral.
The Heir Gap
You manage the wealth. You don’t know the heirs.
The largest wealth transfer in history is underway, and the relationship you spent decades building rarely survives it. When the principal passes, the next generation inherits the assets — and almost always moves them. Not because your advice was wrong, but because to them, you were their parents’ advisor, never theirs.
A webinar series is not a relationship. The firms that keep the assets earn the next generation in the room — together, on purpose.
The Offer
We design and run it. Your name is on the door.
The Helm is a turnkey, immersive program for the rising generation of your client families — designed, facilitated, and produced by Trident, delivered under your firm’s brand. You bring the families and the trust. We bring the room, the methodology, and the experience your team cannot build in-house. You stay the trusted advisor across two, three, four generations.
The Methodology
Built on the Inheritance Delta™
We measure the gap between a family’s current readiness to inherit and the readiness a successful transfer demands — then we engineer the experience that closes it.
PRONG I
Identity
Create
Separating self-worth from net worth. Confronting the shadow of an outsized legacy and forging a sense of individual purpose strong enough to carry the weight.
PRONG II
Belonging
Connect
Honest communication across generations, and connection with peers who carry the same rare burdens — the conversations a family can’t have alone at the dinner table.
PRONG III
Stewardship
Continue
The practical and values-based capability to carry it forward: financial fluency, governance, philanthropy, and a real plan for succession — your firm at the center of all of it.
Engagement Models
Three ways to put your firm at The Helm
I
The Turnkey Retreat — done-for-you, single family or small cohort
A 2–3 day immersive next-gen experience, fully designed and facilitated by Trident, co-branded with your firm. The proof point: your client watches it work on their own family. The ideal first step.
II
The Annual Legacy Program — recurring engagement
The Turnkey Retreat plus an annual purpose-and-values intensive and a commissioned legacy artifact — the family’s story captured to be passed down. A renewable engagement that compounds the relationship year over year.
III
The Licensed Program — for enterprise firms & multi-family offices
License the Inheritance Delta™ framework and facilitation playbook, certify your own people, and retain Trident to design and run your marquee events. Scale the experience across your whole book under your own name.
Why Trident
The experience firm built for outcomes, not optics
Behavior change, by design. We don’t run events; we engineer measurable shifts. Every experience is built backward from the outcome.
A founder fluent in both languages. A decade designing financial incentive programs before building Trident — money and meaning, understood from the inside.
Open-book, transparent pricing. Built for a fiduciary world. No markup games, no mystery line items — the trust standard your clients already expect of you.
Your brand, front and center. We are the engine behind the experience. The relationship — and the credit — stays with your firm.
Start with one family. Watch it work. Then build the program.
The Helm™ and Inheritance Delta™ are programs of Trident Experiential. Educational and experiential in nature; not investment, tax, or legal advice.