Victor Preisser

The Children of the Wealthy Fire Their Parents’ Advisors—Most of the Time
The heirs of wealthy clients fire their parents' financial advisors 70 percent of the time. Prepare heirs and not just estates.
The Future of Estate Planning 
In May 1976, radio broadcaster Paul Harvey began a series of five-minute vignettes entitled The Rest of the Story. It was so popular that it continued
Retaining Heirs of Wealthy Clients
Here are two facts that should scare any financial advisor: First, over 90 percent of heirs change advisors promptly upon receiving their inheritance. Second, 70 percent of those heir families lose their assets and family cohesion after receiving their inheritance.
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