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With the great wealth transfer projected to top $100t in coming years, firms are adding bells and whistles in a bid to keep assets when their clients turn over the reins to their children, and to woo the next generation of clients. These services are often packaged with other family-office services, with firms handling everything from paying clients’ bills to helping with estate planning and prenuptial agreements.
“Families over the past decade are really putting more and more of an emphasis on advisers who care about the full family,” said Ashley Agnew, a behavioral scientist at financial services firm Edward Jones.
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