Updated Monday, November 24, 2014 as of 8:38 PM ET

Solutions for Retaining Assets After a Client Dies

Research tells us that 90% of heirs will reject their parents’ advisors, and 70% of widows will change advisors after their husband’s death. Can you afford that level of loss?

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Comments (3)
I believe more and more advising clients on their wealth needs to follow the family office model. In a family office not only the investable wealth is addressed, but also the other family assets. And in case it is done correctly, the family office advises a considerable number of family members, including the next generation. As the (financial) world gets complexer every year also mid-size and smaller advisory firms will be forced to take a family office approach in order to satisfy their clients. It is clear that a local advisor will not be able to offer full fledge family office service (see for and overview www.switzerland-family-office.com ), nevertheless they need to take this approach in order not to lose contact with clients over time.
Posted by Daniel H | Saturday, March 23 2013 at 4:43PM ET
It is clear that a local advisor will not be able to offer full fledge family office service (see for and overview www.switzerland-family-office.com ), nevertheless they e-papierosy need to take this approach in order not to lose contact with clients over time.
Posted by misiek m | Wednesday, March 27 2013 at 9:10AM ET
the knowledge of asset is most important what is required is correct interference of family and inlaws and a good lawyer with correct record of insurance and will
Posted by tasha123 s | Tuesday, April 09 2013 at 1:10PM ET
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