Updated Wednesday, September 3, 2014 as of 12:48 AM ET

Smart Way to Connect With Clients' Heirs

Many advisory firms worry about how to build connections with their clients' children, so that assets under management don't evaporate after a client's death.

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Comments (1)
This is a very pertinent piece of information. The entire family needs to be in the know to understand the family goals and how to get there in financial terms. I believe it will help members become financially responsible. Also, the transition from one generation to the next is smoother. Everybody could also air their opinions which could result in a bit of brain storming and force everybody in evaluating whether the portfolio is really the best mix based on inputs available at that point of time.
Posted by KIMMY B | Wednesday, February 26 2014 at 8:43AM ET
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