Wealth Transfer
Succession Risk Scoring: Stop Worrying About the Wrong Things
Most families obsess over the wrong succession risks. Here's a framework that helps you figure out which ones actually matter — without the corporate BS.
10 min read
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Most families obsess over the wrong succession risks. Here's a framework that helps you figure out which ones actually matter — without the corporate BS.
Most families obsess over the wrong succession risks. Here's a framework that helps you figure out which ones actually matter — without the corporate BS.
Many succession plans focus on taxes and legal structures while ignoring whether the next generation is ready to manage wealth responsibly.
Cold outreach is dead. Wealth advisors who use structured client assessments attract warmer, better-qualified HNW leads who already need succession help.
Most advisors treat estate planning like a checklist. The real risks that destroy wealth aren't on it. A structured assessment changes that conversation.
A practical guide to how AI supports estate planning, where legal review still matters, and how families should assess privacy and oversight.
Tax Regime Shock is a key underestimated risk in wealth succession. This article analyzes tax hikes eroding legacies and offers mitigation strategies.
How AI supports estate planning workflow design, where it falls short, and how advisors handle legal, tax, and family-governance decisions.
A practical look at how families approach intergenerational wealth transfer - governance, liquidity, communication, and the role of advisor-led review.
Legacy planning covers more than estate documents. It also includes governance, communication, decision rights, and how families prepare for change over time.