WEALTH TRANSFER
The wealth transfer process is one that involves several moving parts. Wills, trusts, gifts and property. It, however, is a process that depends on people. You, Your Clients and their heirs. How can you ensure that all these parties are prepared for this journey?
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Between 2007 and 2061, an estimated $59 trillion will transfer from 93.6 million American estates – the greatest wealth transfer in history. Research has concluded that 70% of wealth transfers fail* – will you be one of the financial professional families continue to trust?
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Prepare your practice for the future.
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Help clients have these conversations.
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Bridge the gap between your clients and their heirs.
![high priority clients infographic](https://cdn.janushenderson.com/gwp/uploads/sites/4/infographic-wealth_02_en.png)
Source: Practical Perspectives: The Changing Role of Financial Advisors - Serving Millennials, September 2019.
![wealth transfer chart](https://cdn.janushenderson.com/gwp/uploads/sites/4/infographic-wealth_03_en.png)
Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.
![population by generation](https://cdn.janushenderson.com/gwp/uploads/sites/4/infographic-wealth_04_en.png)
Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.
Most Read Resources
*Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.