Smart Way to Connect With Clients' Heirs

Many advisory firms worry about how to build connections with their clients' children, so that assets under management don't evaporate after a client's death.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (1)
This is a very pertinent piece of information. The entire family needs to be in the know to understand the family goals and how to get there in financial terms. I believe it will help members become financially responsible. Also, the transition from one generation to the next is smoother. Everybody could also air their opinions which could result in a bit of brain storming and force everybody in evaluating whether the portfolio is really the best mix based on inputs available at that point of time.
Posted by KIMMY B | Wednesday, February 26 2014 at 8:43AM ET
Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here