Many inheritors change advisers after receiving wealth, often due to weak engagement beforehand. Firms must review how they involve family members to retain assets under advice. We will discuss:
- How can advisers proactively build relationships with future heirs to improve retention during wealth transfer?
- What traits and decision-making preferences are we now typically seeing in future heirs, next gen and young gen?
- What role can platforms, client portals, and digital tools play in supporting family engagement and multi-generational advice?
- How should firms manage client privacy, consent, and expectations when working across generations?