How to Keep the Kids: Barron's Article, June 2010

Michael Sisk

Most advisors ignore the next generation until it's too late

What top advisors are doing to connect with the next generation before the wealth transfers.

Engaging and Retaining Families: IMCA Article, Sept/Oct 2010

Diane Doolin, Vic Preisser & Roy Williams

Who will heirs turn to for advice?

Every year for the next 50 years, $1 trillion will pass from one generation to the next, resulting in the greatest wealth transfer in the history of the United States (Schervish 2001). For financial advisors the question becomes, “Who will heirs turn to for guidance in managing that wealth?”

Professional Development Program for Financial Advisors

The Great Wealth Transfer: Attracting & Retaining MultiGenerational Families of Wealth

Advisor Membership Program

Enrollment Application

Advisor Checklist

10 simple questions for advisors

Speakers Bureau

Institute for Preparing Heirs speakers for client events

About Our Training Faculty

Faculty Bios

Hosting Client Event

Reading List

Why the $41 Trillion Wealth Transfer is Still Valid:Exec.Summary

John J. Havens and Paul G. Schervish

Executive Summary

Published by Boston College Center on Wealth and Philanthropy in 2003

Why the $41 Trillion Wealth Transfer is Still Valid

John J. Havens and Paul G. Schervish

A review of challenges and questions

A study from Boston College Center on Wealth and Philanthropy first published in 2003.

Mentoring Your Heirs Will Give You a Higher Rate of Return

Vic Preisser & Roy Williams

70% of families will lose their assets

Estate Planning's "Missing Link"

Vic Preisser & Roy Williams

Why 7 out of 10 estates fail post-wealth transition

Appeared in eliteadvisorforum.com September 2010

Starting The Post-Wealth Transfer Conversation

Vic Preisser & Roy Williams

Why few advisors are having the conversations their families want to have

Appeared in eliteadvisorforum.com October 2010

Slipping Through the High Net Worth Filters

Vic Preisser & Roy Williams

Gaining the trust of affluent families

Appeared in eliteadvisorforum.com November 2010

Better Than A Box Of Chocolates

Vic Preisser & Roy Williams

Give your clients a gift that will start the most important conversation.

With the post-transition deck stacked against advisors, don’t forget about your clients’ families and heirs at holiday gift-giving time. 

This article appeared in eliteadvisorforum.com, November 2010.

The Future of Estate Planning

Vic Preisser & Roy Williams

Preparing heirs to receive and manage the assets they inherit