25MDRT-26A: The Great Wealth Transfer: Preparing Inheritors for the Challenges and Responsibilities of Wealth

English Focus Session

As we enter the USD 84 trillion great wealth transfer, studies show that 90% of family wealth does not make it past the third generation, and 80% of inheritors will look for a new advisor after inheriting their parents’ wealth. Guilaran shares how to prepare your practice as well as a proven framework to train the next generation and bridge the communication gap between wealth creators and inheritors. - Alphil J. Guilaran, CFBA, CFWA