Attitudes and Trends in Working With Multiple Generations Within One Family White Paper

How Your Clients Really Feel About Your Relationship With Their Family

This White Paper examines real qualitative and quantitative data to reveal how help Financial Advisors understand their clients changing attitudes towards multigenerational relationships.

Key Takeaways

• 87% of parents said it was important to speak to their children about Life & Legacy Planning
• 2 of 3 individuals surveyed didn’t have a Will in place
• 16 Hours are typically spent by a Financial Advisor when a client passes