Why Advisors Lose Most of Their AUM at Inheritance

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Roughly 80% of assets walk out the door when they pass to the next generation. The fix starts years earlier.

It is one of the most cited statistics in wealth management: the majority of heirs leave their parents' advisor within a couple of years of inheriting. By the time the transfer happens, it is usually too late - the relationship with the next generation was never built.

Facilitating intra-family lending gives advisors a natural, early reason to be in the room with the kids. Structuring a loan for a first home or a business is a concrete, valued service that creates trust long before the estate settles - and keeps both the capital and the client in the household.