Wealth.com’s forward-looking guide for wealth management executives positioning their firms for the convergence already underway, before the client relationships they hold become client relationships they’ve lost to a firm that reached the family first.
Wealth.com’s practical guide for advisory firms positioning to serve the 2026 IPO class before the wealth they hold turns into wealth they’ve lost the chance to plan around.
The ultra high-net-worth market holds half of the $124 trillion Great Wealth Transfer, concentrated in just 2% of households. The firms that capture it won’t do it by accident.
$124 trillion is moving between generations. Your clients know it. Their heirs know it. The question is whether your firm is positioned to guide that transition or watch it walk out the door.
Download the 2026 Living Legacy Report to discover how “giving while living” and family-wide engagement drive advisory growth. Learn why legacy planning is now a mainstream expectation across all wealth levels.
Discover conversation starters to help families navigate estate planning during the holidays. This guide breaks down why most wealth transfers fail, how to approach meaningful legacy discussions, and practical steps to protect family harmony during “The Great Wealth Transfer.”
Recent reports suggest more than $124 trillion is set to change hands by 2048. This shift represents both an unprecedented opportunity and a significant challenge for financial advisors focused on protecting wealth transfers.
This playbook is designed to equip financial advisors to bring estate planning confidently into client conversations.
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