Introducing the AIM Framework™ Overview: A New Resource for Integrated Wealth Advising

We’ve just released a new overview of the AIM Framework™—a practical introduction to a structured, repeatable approach for delivering integrated family wealth advice.

This resource outlines the framework’s three core phases—Assessment, Implementation, and Monitoring—and clarifies the roles of both advisors and families in fostering intentional, collaborative planning across the Ten Domains of Family Wealth™.

Download the overview here.

 

Want to take a deeper dive? Don’t miss our upcoming Roundtable with Dr. Jim Grubman on September 9, where we’ll explore how to apply the AIM Framework™ in practice.

Registration is available through the Member Portal.

Not yet a member? Contact us to learn more about membership and access more content like this and other exclusive resources.