⟩ Tell me what happens to my money if something happens to you? Do you trust your firm to manage your own family's money should something happen to you?
Your advisor should have a detailed succession solution in place in the event that something should unexpectedly happen. The high level of service you've come to expect should not change, and the same group of experts should continue to serve you for all of your wealth management and financial planning needs.
Your advisor should also be able to confidently state that, should something happen to him or her, the firm would continue to manage his or her own family's wealth.
