Intergenerational Lab
Not a sit-and-soak session. A small, high-energy, hands-on experience where advisers learn to engage multiple generations of clients, co-creating advice that builds deeper relationships, stronger continuity, and long-term value across generations.
points
Attend the full day and earn 3.5 CPD points toward your annual requirement: structured, hands-on, and immediately applicable in your practice.
What we'll unpack
Two halves, one workable system
Part one builds the human skills that make hard family conversations possible. Part two hands you the framework to introduce intergenerational advice to the right clients, ethically and in their best interests.
Human & facilitation skills
The soft skills that carry a room of six family members through the awkward, emotional and high-stakes moments.
Frameworks that convert
A repeatable framework for introducing intergenerational advice, moving from a single client to an engaged, multi-generational family.
Why now
The largest wealth transfer in history is already underway
of advisers say they frequently meet their clients' children
of clients say working with an adviser on legacy planning is important
of clients say discussing wealth transfer with their adviser is important
of wealth managers name intergenerational transfer their top relationship challenge
Source: Vanguard Advice Survey 2026 & industry wealth-manager research.
The framework
The GCXOS Method
An 18-month framework to turn a current client into an intergenerational client, one structured conversation at a time.
Personality & values
Survey plus structured discussion with the client.
Map the family
Map personality & values across the household.
Profile gens 2 & 3
Personality profiling for the next generations.
Our family
Define shared family values and goals together.
Investment philosophy
Structure family wealth strategy, roles & tactics.
The day
10am – 3pm, hands-on throughout
3.5 hours of structured content across the day, including a one-hour lunch and two 15-minute breaks.
Welcome & intergenerational advice context
Why this matters now, and what the data says about the opportunity.
Human skills, questioning & facilitation
Part one: the skills that carry hard family conversations.
Break: complete your Money Mind Profile
Put the tools to work on yourself over the break.
Frameworks & the GCXOS Method
Part two: the repeatable system to introduce intergen advice.
Close: your one thing to implement tomorrow
Leave with a concrete change for your process.
Your facilitator
Dr Katherine Hunt
Dr Katherine Hunt is a financial psychology researcher and educator who helps advisers master the human skills behind great advice relationships. She designed the Intergenerational Lab and the GCXOS Method, a structured framework for turning individual clients into engaged, multi-generational families.
Her work sits at the intersection of behavioural finance, family dynamics and practical facilitation, grounded in research and built for the real conversations advisers have every week.
drkatherinehunt.com →Dates & locations
Pick the city that suits you
Reserve your spot
Save your seat
Free for Ensombl members. Drop in your details and we'll send you a calendar invite with everything you need, plus your 3.5 CPD points on completion.