24EDGE-14V: The Great Wealth Transfer: Preparing the Next Generation

As the USD 84trillion wealth transfer approaches, studies show that 90% of family wealth does not make it past the third generation, and 80% of inheritors will look fora new advisor after inheriting their parents’ wealth due to a lack of communication. Guilaran shares a proven framework and keystone habits to make wealth last for generations and bridge the communication gap between advisors and inheritors.

Workshop Session | Speaker: Alphil Jay Guilaran