The greatest transfer of wealth in history is now taking place. Stellar Asset Management call it the ‘Inheritance Generation’
Stellar believe this represents an unparalleled opportunity for advisers to:
- significantly increase the volume of estate planning business;
- Strengthen existing and build new relationships with the heirs of their clients;
- Create a business continuity plan for AUM;
- Identify and connect with the wider client family and their advisers, and
- grow and strengthen a client base
Importantly it provides a framework and a toolkit for you to deliver clear, tangible benefits to your clients.
Introducing Stellar ICENI
Stellar ICENI has been created with input and co-operation from a panel of leading independent financial advisers to provide a complete and collaborative estate planning service to advice professionals. The service incorporates the key disciplines of estate planning to support financial planning and include:
- Legal services
- Tax advisory services
- Estate administration
As well as the proven investment management solutions for estate planning, provided by Stellar Asset Management.
Stellar ICENI brings all of these together in one service, putting you, the adviser, in control, as you can select which services you need for specific clients.
Read more about Stellar Asset Management here
