WEALTH MANAGEMENT

WEALTH TRANSFER

The wealth transfer process is one that involves several moving parts. Wills, trusts, gifts and property. It, however, is a process that depends on people. You, Your Clients and their heirs. How can you ensure that all these parties are prepared for this journey?

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Between 2007 and 2061, an estimated $59 trillion will transfer from 93.6 million American estates – the greatest wealth transfer in history. Research has concluded that 70% of wealth transfers fail* – will you be one of the financial professional families continue to trust?

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Source: Practical Perspectives: The Changing Role of Financial Advisors - Serving Millennials, September 2019.

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Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.

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Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.

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*Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.