Avoid Getting Fired During the Great Wealth Transfer

Over the next decade, trillions of dollars will be transferred into the hands of the rising generation, raising questions around preparedness. Do clients know the impact they want their wealth to have on their family and the world? Do they have appropriate structures in place to achieve their objectives? When and how should clients talk to their kids about their estate plan? Are inheritors educated to become responsible stewards?

 

And are their advisors ready? Research shows up to 90% of individuals change advisors upon receiving their inheritance. What can professionals do today to build relationships with the entire family? Jill Shipley and Harmony Abney of AlTi Tiedemann Global will join David Lincoln for this Webinar and provide tangible recommendations and strategies that address these questions and will support smooth generational transition for clients and their advisors.