--- title: Rising Gen Engagement and Education description: Rising-gen heirs have distinct needs and expectations. Learn how advisors can engage, educate, and retain the next generation of wealthy families. image: https://content.investmentsandwealth.org/hubfs/rising-gen-engagement-thb.png --- [Skip to content](https://content.investmentsandwealth.org/publication/rising-gen-engagement-and-education#main-content) [![Investments & Wealth Institute ](https://content.investmentsandwealth.org/hubfs/content-hub/iwi_logo_w294_h46.svg "Investments & Wealth Institute ")](https://investmentsandwealth.org/) Explore - [All Content](https://4812204.hs-sites.com/content-hub) - [Video](https://4812204.hs-sites.com/content-hub?type=Video) - [eBook](https://4812204.hs-sites.com/content-hub?type=eBook) - [Case Study](https://4812204.hs-sites.com/content-hub?type=Case+Study) - [Blog](https://4812204.hs-sites.com/content-hub?type=Blog) - [Podcasts](https://4812204.hs-sites.com/content-hub?type=podcast) - [Webinars](https://4812204.hs-sites.com/content-hub?type=webinar) - [Find An Advisor](https://www.investmenthelp.org/) - [Contact](https://investmentsandwealth.org/contact-us) - [My Dashboard](https://portal.investmentsandwealth.org/s/login/?startURL=%2Fs%2Fhome-page) - Certifications - [CIMA](https://investmentsandwealth.org/certifications/cima-certification) - [CPWA](https://investmentsandwealth.org/certifications/cpwa-certification) - [RMA](https://investmentsandwealth.org/certifications/rma-certification) - [Help Me Choose](https://investmentsandwealth.org/certifications/compare-iwi-certifications) - [Online Education](https://investmentsandwealth.org/online-learning-financial-advisor-ce) - [Conferences & Events](https://investmentsandwealth.org/financial-advisor-conferences-events) - [Experience 2026](https://experience.investmentsandwealth.org) - [Membership](https://investmentsandwealth.org/membership) - [Publications & Resources](https://content.investmentsandwealth.org/) - [Partner Solutions](https://investmentsandwealth.org/partner-and-sponsor) - [About](https://investmentsandwealth.org/about/mission-purpose-value) Investments & Wealth Review - March/April 2025 # Rising Gen Engagement and Education AN ESSENTIAL COMPONENT OF THE ESTATE PLANNING PROCESS Admin Successful families of great wealth are often defined by strong governance, clear communication, and intentional succession planning—but those practices alone are no longer enough to retain the next generation. With more than $80 trillion in wealth transferring to spouses and then to younger heirs, advisors face a critical inflection point. Research from **Cerulli Associates** shows that only a minority of affluent investors retain their parents’ advisors, underscoring the urgency of engaging rising-gen family members early and meaningfully. Drawing on insights from **Family Office Exchange** and **Northern Trust**, this article explores what rising-gen clients value most, why hands-on and timely learning matters, and how advisors can help next-generation family members define their roles, build confidence, and develop the skills needed to steward wealth across generations.  Instant Access ## Read the Full Publication Our Members receive new publications by mail and in the Membership Newsletter. 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