LibraryScenariosHow to Handle Clients Who Waste Inherited Wealth
Scenario

How to Handle Clients Who Waste Inherited Wealth

My biggest client is a trust fund kid who burns through two hundred thousand a year on nonsense and I watch his grandfather's legacy disappear.

Aurelius
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More people experience this than they realize.

What we've seen

You watch a client throw away his family's money and it makes you question your own.

Ideas that help explain it
Worth thinking about

“Where Are You with Financial Services — Financial Advisory & Wealth Management?”

If this sounds familiar, the Library can help you find the bigger picture.