Legacy planning is changing. Fewer clients need estate tax planning. Robo-advisors and artificial intelligence are making it more difficult for investment firms to justify their services. To differentiate themselves, add value and compete, many estate-planning and wealth management professionals are evolving toward integrated, multi-generational wealth management. Such planning not only includes the quantitative planning elements, such as tax, investment, life insurance and fiduciary planning
Legacy Planning Teams
Lessons learned from family offices, private banks and best-of-breed teams of independents.