The wealth management “client” is now a family.

The “head of household” is now surrounded by three or more generations of aging parents, adult children, grandchildren, former spouses, current partners and other relatives — all of whom may require financial support.


Optimizing the family finances means balancing different objectives and competing priorities. It means talking about medical care for a parent while funding a graduate student – the classic planning “sandwich”.  The Family Conversation is a forum for coping with the four key life transitions of aging — residence, health care, transportation and financial decision making. It’s about living independently but safely, and about growing up and launching a career or balancing work and children. Most importantly, The Family Conversation is help — help with learning about choices and resources and help with making important decisions. You’ve come to the right place.


Organic Growth is the Business Objective

Net New Assets = Organic Growth

Asset Consolidation

Planning and Relationship

Planning for and reactive to life events

Simple tools to support advisors and their clients

Immediate action steps and product opportunities


Three factors require your attention now - to better understand their influence and how to use them to shape your action plans:  The Markets, The Demographic and Fear.

Net new assets is the advice industry’s #1 objective – especially as markets slow and more Baby Boomers reach retirement age. The Boomers represent 80+% of industry profits through 2035. Where will the new growth come from?


Financial Advisor Magazine

Anxiety Rising

Steve Gresham

Investment News

Your Client has a Car, a Gun — and Alzheimer's

Are you helping clients with the four key transitions in retirement?

Steve Gresham

Financial Advisor Magazine

Granny's Hurricane Shelter

Plans as "seatbelt" financial planning

Steve Gresham

© 2020 The Execution Project, LLC.