Forthcoming research · Publishes Q1 2027
The Heirs Report
The great wealth transfer is underway, leaving many advisors guessing at what the next generation wants. We’re surveying adults whose families work with a financial advisor—whether they’d keep that advisor, what would make them leave, and how they’d choose their own.
The findings, plus a playbook for independent RIAs, are coming soon. People on the list hear first.
What’s inside
Would they keep the advisor?
How many heirs plan to stay with the advisor their family already uses, and how many have one foot out the door.
What would make them leave
The reasons heirs give for walking, in their own words.
How they’d choose their own
Where they would look, who they would ask, and what would earn the first meeting.
The playbook
What independent RIAs can do about it before the assets move.
The waitlist
Be first to read it
Built for independent RIAs. Join the list and we’ll send one email when the report is published.