$124 Trillion is shifting hands over the next 25 years. Yet most advisors serve only one decision-maker and fail to engage heirs. The result: 85% of heirs fire their parents’ advisors. Families don’t leave over performance— they leave because, in crisis, no one can answer:
What’s the plan? Who’s in charge? Is everything covered?
Families need answers. Advisors need retention. Ellie connects the two, turning wealth transactions into legacy relationships.
Build the bridge today!