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ADVISOR EDUCATION
The next generation of wealth transfer
Leverage the Great Wealth Transfer: Turn transition into lasting growth
$124 trillion changing hands creates both risk and unprecedented opportunity for advisors who proactively engage across generations and life transitions.
- Engage the next generation. Understand inheritors' distinct priorities to retain and grow transferred assets
- Implement a scalable wealth transfer framework. Deploy a proven, scalable process to guide clients through personalized paths to wealth transfer planning
- Become an indispensable partner for business owner transitions. Address both financial and emotional complexities to differentiate your practice and deepen relationships
To learn more about guiding clients through transition, please contact your Nuveen Advisor Consultant.
Featured advisor education insights
Top wealth transfer questions for business owners
Five important factors for business owners to consider.
Four key wealth transfer considerations client paper
Conversations that may provide valuable clarity as clients plan for their family’s future.
Advisor Education
Wealth education client guide
An age-based approach for instilling sound wealth stewardship overtime.
Advisor Education
The next generation of wealth transfer client guide
This interactive workbook is designed to be a road map for you and your clients as you guide them through the process of wealth transfer planning.
Advisor Education
Donor-advised funds client guide
A flexible tool that supports family giving, joint decision-making and wealth education.Additional advisor education resources
Offer clients valuable tax guidance and advice.
Align the services you offer with the priorities of your clients and prospects.
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