Give added value to your clients.
An estimated 30 trillion-dollar wealth transfer is currently underway as baby boomers pass away. According to an InvestmentNews survey of 544 advisers, 65% of children fire their parents’ financial after they receive their inheritance. If you are an estate planning professional, we want to help you build multi-generational conversations and become a trusted advisor for the entire family. The Legacy Family Revolution is about giving families the tools to pass down legacies through generations and setting them up for real success.