Investment Strategies for Inherited Wealth
Course Number: ABA
Course Code: ABA
Covers how to evaluate inheritors’ unique financial goals, legal structures, and assets in order to develop a holistic post-inheritance investment portfolio management strategy.
What You’ll Learn
After completing this course, students will be able to:
- Identify the steps used to serve clients with inherited wealth
- Recognize the distinct requirements that encompass inherited wealth
- Explain the process used to assess the needs of inheritance recipients
- Describe the investment allocation approach to integrate inherited wealth to an existing portfolio
Audience: Client-facing relationship managers (wealth advisors, fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.