INTERGENERATIONAL WEALTH TRANSFER

Strong relationships are key to addressing family wealth transfer

Our toolkit has what you need to help secure business for generations to come.

INTERGENERATIONAL WEALTH TRANSFER

Strong relationships are key to addressing family wealth transfer

Our toolkit has what you need to help secure business for generations to come.

Family surrounding girl with birthday cake

INTERGENERATIONAL WEALTH TRANSFER

Strong relationships are key to addressing family wealth transfer

Our toolkit has what you need to secure business for generations to come.

Understanding Family Dynamics

As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. That’s why we offer a simple process to help you identify which client relationships are at risk. Our plan includes insights on family dynamics and a tool to help you develop a strategy for key clients.

Take action with our program content.

Act

Take action.

Financial Professional Tool

Step-by-step guide to help protect against wealth transfer and help you acquire the next generation of assets. 
 

Engage on Social Media

Social media can help you deepen relationships with your clients and their families. Use our prepackaged posts to run your own targeted campaign and secure the future of your practice.

Host a seminar for Intergenerational investors with these two options:

All in the Family: How Successful Families Approach Money

This presentation explores family dynamics around finances and provides both insights into why it can be difficult to connect and shares three keys to less stress when communicating with family members about money.

The 6 G's of Money I Wish I Had Known When I Was Growing Up

This investor seminar provides inspirational financial life lessons in a way designed to engage young adults. 

Learn

Gain insights and prepare.

Create client loyalty across generations by understanding family dynamics

A CE approved presentation that offers steps you can take to build better relationships with an entire family by meeting their specific needs and serving them better. 

White paper

 

Read our white paper to help you understand and adapt to family dynamics, particularly around enduring money conflicts. 
 

Chart a family’s dynamics

 

Interactive worksheet to help families become aware and intentional about their wealth.

 

Family Gathering

Quarterly Ideas to Engage the Entire Family

Help minimize the risk of wealth transfer to your business with these resources.

Intergenerational wealth transfer—or InterGen—could have a serious impact on your book of business.

$84 Trillion

will move from one generation to the other over the next 25 years.1

22%

of your clients will likely experience a wealth transfer in the next decade.2

70%

of heirs plan to change their financial professionals when they inherit.3

Contact Us

Broker-Dealer, RIA and Regional Bank
800.564.6958
AdvisorServices@troweprice.com

DCIO
800.371.4613
DCIO_Sales_Desk@troweprice.com

Variable Annuity
855.829.5343
VA_Sales_Desk@troweprice.com

Prospecting the Next Wave of Wealth

The top 10% of earners under 50 represent one of the biggest opportunities to grow your practice. But these potential future clients probably don’t look or act the same as your current clients. Find out how to connect your practice with them.

Make meaningful connections with women investors.

In 2016, women controlled more personal wealth than men for the first time in U.S. history.4 Open the door to a greater understanding of how to serve women investors.

1 The Cerulli ReportꟷU.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021.

2 The Cerulli ReportꟷU.S. Advisor Metrics 2021.

3 The Cerulli EdgeꟷU.S. Advisor Edition 3Q 2021.

U.S. Census Bureau, 2016.

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