Winning the Next Generation Before the Transfer

← All posts

The heirs you've never met are your biggest retention risk. Family lending is a way to change that.

Retention after a wealth transfer is decided years before the transfer happens. If the next generation has no relationship with the advisor, the inheritance is a goodbye, not a handoff. The work is to become useful to the kids early.

Structuring a family loan is a natural entry point: it is a concrete, high-stakes moment where the next generation experiences the advisor's value directly. Do it well, and you are no longer the parents' advisor - you are the family's.