Our second TFO Friday explored how more families could access joined-up professional support—and remain firmly in charge. By Steve Conley | Academy of Life Planning | 23 October 2026 A family can have a financial planner, an accountant and a solicitor—and still find that nobody is joining everything together. Each professional understands part of the … Continue reading A Family Office Without Handing Over the Controls
Tag: family
T.F.O friday: Building a Total Family Office for Every Family
Most families have pieces of a plan. Few have a plan that connects the pieces. A pension here. A mortgage there. A will written years ago. An ageing parent who may need care. Children finding their feet. Perhaps a business, a property, or responsibilities shared across generations. Each part may have received attention. But who … Continue reading T.F.O friday: Building a Total Family Office for Every Family
“I now know where I’m going”: early feedback on Get ICE
“I now know where I’m going”: early feedback on Get ICE There is a moment in planning when the question changes. You begin with “What am I going to do?” and find yourself asking “What shall I do first?” One of the first people to try Get ICE described that shift in a comment this … Continue reading “I now know where I’m going”: early feedback on Get ICE
Agency Story No. 1: The Widow Who Didn’t Need Another Financial Adviser
Success should not always mean client retention Our inner circle discussed yesterday the example of a recently widowed client who initially lacked the confidence to manage her finances. After 18 months of patient explanation and practical support, she became capable of managing them independently. The planner became progressively less necessary. That is not a failed … Continue reading Agency Story No. 1: The Widow Who Didn’t Need Another Financial Adviser
Telling Your Life Story: A Collaborative Journey with After Cloud
At the Academy of Life Planning, we are thrilled to announce our new partnership with After Cloud through our innovative Partner Parade initiative. This collaboration is designed to empower individuals, families, clients, and even businesses, to capture and preserve their life stories in meaningful, engaging ways. After Cloud offers a suite of digital tools—Timelines, Moments, … Continue reading Telling Your Life Story: A Collaborative Journey with After Cloud
