How Prepared Is Your Practice for the Great Wealth Transfer?

As trillions of dollars transition between generations, families are looking for more than technical expertise. They want Trusted Professionals who can help them navigate the human side of wealth—facilitating meaningful conversations, engaging spouses and heirs, preparing future decision-makers, and fostering alignment around what matters most.

This assessment is designed to help you evaluate your current approach to multigenerational planning and identify opportunities to strengthen client relationships, deepen family engagement, and opportunities to collaborate to better serve the families who entrust you with their future.

For the first five sections, select the response that best reflects your current practice. Answer the final Practice Readiness section Yes or No.

There are no right or wrong answers. The goal is to gain insight into your strengths and uncover opportunities for growth as you help families preserve not only their financial wealth, but also their values, relationships, and legacy.