How do I connect with clients' children before the wealth transfer?
Most heirs move inherited money away from their parents' advisor. Relationships built early change that.
- Heirs leave after a death.
- How do we meet the children?
- Should we serve younger clients?
With the client's permission, invite adult children to a family meeting about the estate plan. Offer education sessions for younger family members, a simplified service for early-career clients, and make it easy for heirs to reach you. Keep confidentiality boundaries clear. Track family members you've met and assets retained after transfers.
Ways to connect
- Family meetings on the estate plan.
- Education sessions for adult children.
- A starter service for younger clients.
- Executor support.
This is general information, not legal or compliance advice. Your dealer, firm or compliance officer decides what you can do.
How we look at it at ShoutEx
We set up family records, event invitations and follow-up in your CRM.
- Meeting heirs only at death.
- Sharing details without consent.
- No offer for younger clients.
- No tracking.
- Family meetings.
- Clear consent.
- Education.
- Family records in CRM.
What advisors and regulators say
Here is what advisors say.
Heirs discuss keeping or leaving their parents' advisor.
Browse the threads →Consent before sharing family information.
Read PIPEDA in brief →Community summaries describe recurring themes in public threads, not individual posts. Vendor pages describe vendor claims, so test them on your own calls.
Read next
Go deeper in the ShoutEx guides, or check the sources behind this answer.
We'll set up family records and events.
Book a call →Follow-up questions
Should I offer financial literacy events?
Approved, useful ones work.
What about digital tools for young clients?
A simple portal helps.
Do executors need support?
Yes, and it builds trust.