Kirby: Wealth managers lose 50% to 80% of assets during generational transfers
Alex Kirby · Preserving Multi-Generational Wealth Beyond the Balance Sheet · Jul 8, 2026 · at 3:12
Alex Kirby, founder and CEO of Total Family, discusses the business risk wealth advisors face during the Great Wealth Transfer.
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“If you're on average, they're losing like somewhere between 50 and 80% of these assets when they transfer.”
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