Ep #416: Beyond the Balance Sheet: Advising Families Across Generations

*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id= "request-6a021982-5e60-8329-b94f-1cacd8d107ec-0" data-turn-id-container= "request-6a021982-5e60-8329-b94f-1cacd8d107ec-0" data-testid= "conversation-turn-4" data-scroll-anchor="false" data-turn= "assistant"> Chad Holmes, founder of Formula Wealth, joins Behind the Advisor to discuss the growing need for multi-generational wealth planning. He shares how advisors can help families navigate aging parents, inheritance, estate planning, and succession conversations with more clarity and confidence. Chad also explains why wealth transfer is about more than assets—it's about communication, education, and preparing the next generation to carry the legacy forward.