Build Multigenerational Relationships and Wealth with Estate Planning Tools

2024 1 min read

In wealth management, focusing solely on individual clients is a missed opportunity. 70% of families lose their wealth by the second generation, and 90% by the third (Source: Williams Group). Wealth managers could help their clients avoid that fate. But most fail to engage families, losing future generations as clients and letting their wealth evaporate in the process.

Estate planning software changes the equation. By helping clients create a complete picture of their estates, wealth managers can involve heirs and build relationships – and wealth – that span generations.

The Value of Family Engagement

When families are part of the financial conversation, wealth managers:

  • Retain generational wealth by establishing trust with heirs.
  • Grow their client base as family members become direct customers.
  • Demonstrate care for clients’ legacies, enhancing loyalty and referrals.

Inheritus.com: Your Multigenerational Solution

Our estate planning platform empowers wealth managers to:

  • Invite family participation by providing tools for clients to populate estates collaboratively.
  • Offer optional drafting features like digital wills and powers of attorney to simplify planning.
  • Future-proof practices by preparing for the $84 trillion Great Wealth Transfer.

Affordable and Scalable

For just cents per month per client, Inheritus.com delivers the tools wealth managers need to engage entire families. Deployment is quick and hassle-free, with optional support for integration.

Engage Families Across Generations

Don’t wait until it’s too late to retain family assets. Contact Inheritus.com today to explore how estate planning software can grow your practice through multigenerational relationships. Discover our Estate Planning Solutions for Wealth Management firms and start building a legacy of success.

Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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