Every dollar that walks out the door at the generational handoff is a dollar off the value of your book. We think the fix is structural, not just personal, and we’re talking with the advisors who live it.
When a client’s children inherit, the relationship is kept only about half the time, and across the market fewer than 10% of heirs stay. Each lost household compounds: lost AUM, lost referrals, a lower multiple the day you sell the firm.
The landscape we’re investigating, not our proprietary findings.
We arm the advisor; we never go around you. The work is meant to make you more essential to the families you serve, not to insert ourselves between you and them. Your relationship is the asset we’re protecting.
We’re early and we say so. We want to learn how the transfer actually works at your firm: what you’ve tried, what breaks, what you wish existed. Honest, low-pressure, and genuinely useful to us.
We’re learning, not selling, and we’ll share what we find.
We’re learning, not selling, and we’ll share what we find.
Or reach us directly: Michael Pell, Founder
michael@oldnewriver.com