Secure the Future of Your Advisory Firm | Guide to Navigating the Great Wealth Transfer

The largest intergenerational wealth transfer in history is happening now. With Baby Boomers set to pass over $84 trillion to their heirs, financial advisors face both a challenge and an opportunity. The reality is that more than 70% of heirs do not stay with their parents’ financial advisor.¹

To ensure long-term success, firms must build deeper, multigenerational relationships and tailor their services to the evolving needs of Millennial and Gen Z investors. 

In our latest white paper, Building Bridges Across Generations: A Wealth Transfer Guide for Advisors, we explore: 

• Why wealth transfer strategies are essential for retaining high-net-worth clients 
• How to engage with heirs early to solidify trust and loyalty 
• Actionable steps to align your firm with the values and expectations of younger generations 

Equip your advisory firm with the insights needed to thrive in the face of generational change.

^1. Estimates of the “great wealth transfer” vary and change over time. The $84 trillion, from a 2022 report by Cerulli Associates, is currently the most widely quoted estimate. Whether or not it is absolutely accurate, it is useful for conveying the magnitude of this change. “Cerulli Anticipates $84 Trillion in Wealth Transfers Through 2045,” Cerulli Associates, January 2022 https://www.cerulli.com/press-releases/cerulli-anticipates-84-trillion-in-wealth-transfers-through-2045