Building Real Relationships With the Rising Gen

What’s your relationship with your favorite client’s adult children? Not their trust documents. Not the file with their name on it. The actual individual. Do they pick up when you call? Seek your advice? Trust you with important life decisions? If not, it may be time to invest in that relationship. As one Rising Gen member of a family office investment team told me:

We want to work with advisors who spend time to get to know us well. We want collaborators who are flexible. When there’s a cultural fit and genuine rapport it feels effortless. Expertise is great, but the relationship is the litmus test.

Why This Matters

These relationships have become increasingly important due to a variety of factors, including:

• The “Greatest Wealth Transfer…