We understand your challenges

Financial planning processes help you manage money...
but are less effective at managing inter-generational wealth.

Those with wealth transfer experience understand the process …
but struggle to implement consistently and efficiently.

Some of you have stitched together informal networks of experts…
but it’s a painful process
to manage.

Advisors Challenges

90% to 95% of offspring leave their parents’ advisors upon receiving their inheritance.

72% of millennials report that their parents’ advisors have never attempted to provide them financial advice

67% of advisors admit that they haven’t even reached out to the “next gens”

50% of advisors do not meet with anyone beyond a spouse in a family

Source
Will Your Clients’ Kids Freeze You Out?
How Advisors Can Stop Losing Clients’ Heirs as Clients

Our process can help

You invite clients into their own digitally-based goal setting process that we’ve created for you.  It walks the client through key decisions and helps them provide the kinds of insight into their relationships and wealth that will help you advise them more completely.
Our planning engine considers all of the information that they supply and renders a preliminary recommendation for trust package that should be considered.
The recommendations are reviewed by you and an independent attorney that is part of our network.  Once you both have signed off, you send the recommendation to the client through our platform, or through direct communication with you.
If a recommendation is accepted, we create the required documentation and have it affirmed by that same attorney. Once complete, it will be sent to your client for execution.
If the trust is being funded and requires a corporate trustee, our platform will create a trust account with one of our trust company partners.  The platform will also facilitate the collection of documents and other materials required for account opening.
Trucendent will then serve as the single communication platform for you, your clients, the attorney and the trustee to collaborate regarding the administration of the trusts.
You manage the money.
You serve as the central linchpin in the process and to your client.

Benefits

Revenue Protection
& Extension

Develop relationships with the next generation.
‍
Trust accounts have an average lifespan of 15 years.

New Asset Capture

Clients who are beneficiaries are likely being serviced by trust companies with competing asset management services.

Those assets can be moved onto our platform, which allows you to manage the assets.

Differentiation

Very few advisory firms have fully implemented broad based financial planning and wealth management.

By offering this service, you distinguish your practice and protect your relationships.

Contact us

Define Your Legacy

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