Name: The Importance of Family Education Meetings
Uploaded: 2025-07-03T15:00:00Z
Duration: 1 min 31 s
Description: “It’s hard for both the parents and the children to talk and have honest conversations with each other and I think that’s where we can help bridge the gap between the generations,” says Ryan Moran, a Merrill Lynch Wealth Management advisor.

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“It’s hard for both the parents and the children to talk and have honest conversations with each other and I think that’s where we can help bridge the gap between the generations,” says Ryan Moran, a Merrill Lynch Wealth Management advisor.

https://m.wsj.net/video/20250703/369c72d5-ee5a-4885-808d-a031bf9a8463/1/hls/manifest-hd-wifi.m3u8

The Importance of Family Education Meetings

What are some other issues, common issues, that you see younger investors really struggling with nowadays?

One is I think it's hard for both the parents and the children to talk and have honest conversations with each other. And I think that's where we can help really bridge the gap between the generations. More often than not, you know, mom and dad are building their wealth to eventually hand off to their children, and yet, oftentimes, they're insecure or unsure about how their kids are going to spend that money, or if they're properly educated. So we're big proponents of family education meetings where we bring everyone together, and we tell the kids about what a great job mom and dad have done for the last 20, or 30, or 40 years, and what it means for their future as well. So we're there to kind of act as the bridge between these generations, which is, I think, good for everyone. The parents and the kids both feel that they're gonna be working with a team who has their best interest at heart, and two, it helps us keep the assets at the firm. I mean, you see the statistics about more than half of kids and heirs who inherit their parents' wealth will either fire or change financial advisors. I think we understand that we're not immune to that statistic more than any other advisors, so we're very proactive in terms of making sure that, you know, we're working with all the generations of a family.

The Importance of Family Education Meetings

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