intergenerational wealth transfer
Help clients prepare the next generation
Explore these advisor and end-client resources to prepare yourself, your clients, and clients' family members for an intergenerational transfer of assets.
Other resources for managing clients’ wealth
As clients’ wealth grows, so does the complexity of their financial situations and needs. As an effective wealth manager, you bring to bear the full scope of your advice toolkit—from financial planning and portfolio management to behavioral coaching.
Disclosures and footnotes
*The Cerulli Edge: U.S. Retail Investor Edition; The Wealth Transfer Issue. 2023. Cerulli Associates: Boston
- All investing is subject to risk, including the possible loss of the money you invest.
- We recommend that you consult a tax or financial advisor about your individual situation.