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It’s estimated that baby boomers will transfer more than $68 trillion to their Gen X and millennial children over the next 25 years. If studies are accurate, most of those children will promptly fire their parents’ advisor upon receiving their inheritance. That means that advisors who fail to involve their clients’ children in legacy planning discussions are running a serious risk.
We can help
Our platform builds bridges between generations in your clients’ families. Our one-of-a-kind content not only conveys the importance of legacy planning, but also provides trust administration guidance for the next generation, creating a book-ended solution that builds credibility and engenders loyalty to your brand.
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