As a Registered Investment Advisor, you have a fiduciary duty to do what is in the best interest of your client. It therefore seems intuitive that you should also do what is in the best interest of their families. They should be able to rely upon you to thoughtfully engage them in inheritance conversations beyond their balance sheet and asset allocations. Conversations that will help them explore the overall purpose of their family wealth and define the priorities for its use.
At the Institute for Preparing Heirs®, we offer workshops that take you to the next level as the Trusted Family Advisor®. To find a workshop that’s right for you and your team, click here.
How well prepared are you to participate in The Great Wealth Transfer®?
Find out now. Take our 10 question Wealth Advisor Checklist.