assets

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 8, 2026 by Alex Kirby · across every show →

Everything said about assets, oldest first

Jul 8, 2026 negative
Assertion Supported
Kirby: Wealth managers lose 50% to 80% of assets during generational transfers
“If you're on average, they're losing like somewhere between 50 and 80% of these assets when they transfer.”
Alex Kirby Jul 8, 2026 ▶ 3:12 Preserving Multi-Generational Wealth Beyond the Balance Sheet
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