LAS – About

“Every year for the next 50 years, $1 trillion will pass from one generation to the next, resulting in the greatest wealth transfer in the history of the United States”

 (Schervish 2001)

For financial advisors the question becomes,

“Who will heirs turn to for guidance in managing that wealth?”

 (Engaging and Retaining Families: IMCA Article, Sept/Oct 2010) – Diane Doolin, Vic Preisser & Roy Williams – Who will heirs turn to for advice?

The Allianz American Legacies Study indicates that to many, it’s not about the money. The study identified that the majority of people considered non-financial leave-behinds to be ten times more important than the financial aspects of a legacy. “Many people wrongly assume the most important issue among families is money and wealth transfer, it’s not,” says Ken Dychtwald, President of Age Wave (the nation’s thought leader on the aging of America). Ken also goes on to say, “This national survey found that for the overwhelming majority, legacy transfer has to do with deeper, more emotional issues. An inheritance focuses primarily on the money, but a true legacy also includes memories, lessons and values you teach to your children over a lifetime.”

Legacy Advisor Strategies was formed to help trusted advisors and financial professionals deepen client relationships, attract new clients, and cultivate relationships with the next generation. We understand the challenges you face, and we provide the comprehensive resources, know-how and support to help clients pass on more than their financial wealth; and help advisors to better manage the human side of wealth.
During the next several decades researches expect roughly $41 trillion in wealth to be handed down from one generation to the next – which constitutes the largest intergenerational wealth transfer in history.

 

 
What’s your plan to take advantage of this unprecedented opportunity?

” What you leave behind is not what is engraved in stone monuments,
but what is woven into the lives of others.”

– Pericles

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Legacy

We help financial professionals to harness the power of Legacy to deepen client relationships and capitalize on the largest intergenerational wealth transfer in history.

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Advisor

As a trusted advisor you have a tremendous ability to positively impact the success of future generations of your clients. Empower your clients to create a Legacy that extends beyond their financial assets.

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Strategies

Harness the power of Legacy and begin to implement proven strategies for becoming the trusted advisor to the entire family and in the process duplicating your best clients.