Asset Transfer and Legacy Planning
Executive Summary
- For advisors to maintain clients during a wealth transfer, it is essential to build relationships with the entire family before the transfer occurs.
- Connecting with heirs may require a different focus than connecting with the primary client, as a result of diverse personalities and generational differences among family members.
- Advisors can play a key role in helping families communicate about finances, and as a result establish themselves as an ally to family members.
- As advisors prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of their business.
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