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News
The great wealth transfer is really a trust transfer, not a check
2+ week, 1+ day ago (485+ words) For years, our industry has talked about the great wealth transfer. We talk about trusts, estate plans, tax strategies, beneficiaries, and the trillions of dollars expected to pass from one generation to the next. All of that planning matters. But…...
Wealth transfer timing: why waiting is the costliest mistake families make
2+ week, 3+ day ago (885+ words) Warren Buffett's announcement in July that he plans to distribute the remainder of his Berkshire Hathaway shares over eight years rather than leave them to an estate has surfaced a question many wealthy families keep deferring: when is the right…...
Why family meetings are becoming key to UHNW estate planning
4+ week, 1+ day ago (464+ words) Three advisors who work closely with UHNW families — Erik Bjerke of OpenArc Corporate Advisory, Helen Andreoli of Great Diamond Partners, and Brian Gately of Anchyra Partners — shared how these meetings have evolved, and why getting them right matters as much…...
Why the biggest risk in wealth transfer isn't taxes. It's silence
1+ mon, 2+ week ago (698+ words) The Great Wealth Transfer is reshaping the financial advice industry, but Charles Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement in New York, says advisors are focused on the wrong problem. Moving money efficiently, he argues, is the…...
There’s no advisor playbook for resolving family succession conflicts, but these skills help: UBS
1+ mon, 2+ week ago (460+ words) Family conflicts can be extremely difficult for advisors to navigate when it comes to business succession planning, but UBS experts have laid out the skills and strategies that can help defuse an often incendiary situation. This could be, for example,…...
Want to win in the advisor wars? Then make sure you’re offering plenty of choices
1+ mon, 3+ week ago (494+ words) Choice and culture are key weapons in the advisor playbook when it comes to battling market volatility, according to Centaurus Financial. While the financial advisory industry has seen widespread consolidation in recent years, the national independent broker-dealer offers its network…...
Why half of wealthy families still don't have a complete wealth transfer plan: BNY Wealth
1+ mon, 4+ week ago (768+ words) Advisors working on the so-called “Great Wealth Transfer ” should expect to find extremely varied levels of preparation from their clients, according to the latest research from BNY Wealth. BNY Wealth's 2026 “Wealth in Motion” study surveyed over 500 ultra-high net worth families…...
Great Wealth Transfer gets reality check, but opportunities still abound for advisors
2+ mon, 4+ day ago (555+ words) The vast sums involved in the Great Wealth Transfer may not be quite as large as previously thought, according to new research from Visa Business and Economic Insights. But there are still big opportunities for advisors tied to how clients…...
Estate planning becomes a client retention issue for financial advisors, survey finds
2+ mon, 1+ week ago (544+ words) Estate planning is becoming less of an optional service and more of an expectation among advisory clients, with new research suggesting firms that fail to offer it could risk losing business. According to Trust & Will’s 2026 Financial Advisor Report, 68% of advised…...
Family offices use 'purpose of wealth' to prep the next gen
2+ mon, 1+ week ago (399+ words) A growing share of family offices across North America, Europe, and Asia are moving beyond investment mandates to formally articulate what their wealth is actually for — and the primary reason, according to new research, is preparing the next generation to…...