wealth transfer News & Analysis

Engagement Strategies for Advisors in UHNW Wealth Transfer

During the UHNW Summit at Wealth Management EDGE, RIA leaders emphasized the necessity for financial advisors to engage with clients’ second-generation family members. Cameron Rogers from Angeles Wealth Management highlighted that this engagement is essential for managing conversations about inheritance. Tiffany Tocco from Starkweather & Shepley Insurance suggested simplifying investment language for younger clients. Jason Borek of The Pinnacle Group noted that timely preparation for family discussions can determine the effectiveness of advisor-client relationships as family complexities grow, particularly concerning wealth transfer.