It’s Time We Had a Talk About Family Wealth Transfer

What would you do if 20% or 30% of your current book of business were to walk out the door? As you probably know, the overwhelming majority of family members abandon their advisor after the death of the primary client—their spouse or parent. The loss of those assets could have a profound impact on your practice, as well as the financial legacy you helped your clients build and preserve. Click here for some practical ways to start thinking about how you can ensure those assets stay put as your aging clients begin to distribute their wealth.

(Source: The Vanguard Group, Inc.)
3-minute read.