Review our resources for client conversations.
Help clients understand how our distinct business model funds innovative medical research.
We're always looking for exceptional team members.
Unfortunately, many family fortunes won’t survive very long after the wealth is handed down. Help clients have a different outcome.
Our Family Money Talk program teaches clients about:
A family money talk is a gift your clients will give their families to help minimize surprises, lessen confusion and decrease the likelihood that members will come to odds during a time of grief.
Clients may not find the talks easy. But they will appreciate your concern for their heirs—as well as your efforts to help preserve the wealth they worked hard to build.
Our program includes tools to help you get started with these client-approved tools:
See how you can put this program to work for your practice.
*$68 trillion is about to change hands in the US, CNBC, November 2018. https://www.cnbc.com/2018/11/20/great-wealth-transfer-is-passing-from-baby-boomers-to-gen-x-millennials.html
**Money.com. 70% of Rich Families Lose Their Wealth by the Second Generation by Chris Taylor / Reuters, June 2015.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.