Trillions of dollars are quietly changing hands from one generation to the next, and a lot of advisors are about to discover that the relationship doesn't automatically come with it.
The next generation doesn't inherit their parents' trust in an advisor. They do their own research, and they decide for themselves.
Why Inherited Trust Doesn't Transfer
A relationship built over decades with one generation was built on years of direct experience. The next generation has none of that history, and no reason to extend the same confidence automatically.
Advisors who've relied entirely on the previous generation's loyalty are exposed in a way they've never had to think about before, right at the moment the largest wealth transfer in history is underway.
What Actually Earns the Next Generation's Trust
A visible personal presence this next generation can research on their own terms, in their own way, before they ever agree to a first meeting.
The advisors who keep these relationships across generations are the ones who stopped assuming trust would simply carry over, and built something the next generation could discover for themselves.
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