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.
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
Intergenerational wealth transfer represents one of the largest threats to a financial professional's book of business. Learn the steps to build better relationships with an entire family while meeting their specific needs. In turn, this will help you extend your practice to the next generation.
Take action with our program content.
Act
Take action.
Learn
Gain insights and prepare.
Quarterly ideas to engage the entire family
Leverage a collection of business ideas and prospecting content to help secure ongoing engagement with the entire family.
Intergenerational wealth transfer—or InterGen—could have a serious impact on your book of business.
$90 Trillion
will transfer over the next 20 years, as baby boomers hand over the reins to younger generations.1
25%
of advisory practices targeting high net worth clients say that generational wealth transfer is one of their greatest business challenges.2
64%
of wealth inheritors who had a preexisting relationship with their family's financial professional chose to work with that financial professional once they inherited the assets.3
Financial checklists you can use with clients on estate planning
Financial checklists you can use with the next generation
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
The Next Wave of Advice
Clients want more than just a financial advisor who creates a plan. They want a coach who can help them successful implement it. Find out how to deliver your expertise in a way that many young and wealthy investors prefer.4
Engaging Women Investors
With women on track to control $30 trillion of the nation's personal wealth by the year 2030, engaging women investors is more critical than ever.5
1 Knight Frank, The Wealth Report, 18th edition, 2024.
2 The Cerulli ReportꟷU.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2022.
3 Nuveen, What advisors need to know about working with wealth inheritors, 2022.
4 T. Rowe Price Next Wave of Wealth Research Study, January 2020. Highest earners here is defined as top 10% of earners under age 50.
5 McKinsey & Company, "Women as the Next Wave of Growth in US Wealth Management," July 2020.
202407-3664673
