Name: How to Involve Next-Gen Clients in Trust-Related Planning
Uploaded: 2025-07-31T15:49:00Z
Duration: 2 min 51 s
Description: Lindsay Pazdan, a Morgan Stanley wealth advisor, discusses what advisors need to know to successfully engage younger clients and explains why estate attorneys are often instrumental in making this happen.

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Lindsay Pazdan, a Morgan Stanley wealth advisor, discusses what advisors need to know to successfully engage younger clients and explains why estate attorneys are often instrumental in making this happen.

https://m.wsj.net/video/20250731/e218f67f-8148-4b31-822a-55b92f90ce2b/1/hls/manifest-hd-wifi.m3u8

How to Involve Next-Gen Clients in Trust-Related Planning

How do you get the next gen involved, especially when it comes to more of the dynasty trust? These trusts that are going to go generation to generation, how do you get the next gen involved? How do they become really good stewards of this wealth? How do they also grasp what this all means? In working with the attorney, often you just have conversations of, okay, what does the next gen know? Is there a way to jump into this? Is the foundation established? Is philanthropy and charitable giving involved? And it's almost that put your heads together and think of have the clients taken this on? And that collaboration, it's helpful, 'cause it sets you up for the next meeting. We tend to meet with more complicated families. We've had meetings before with the attorneys as well, the estate attorneys.

So you bring them into the actual meeting?

Yeah, and I love that.

I'm assuming you prep in advance, so that you know each other's role in the meeting.

Yes. And that's where that collaboration comes in.

That's fantastic.

An understanding of how do we help this family transition wealth, and is what they're asking for, is it all accounted for in the documents? And that's special, because you actually feel like you're making headway, and you're also, again, you're setting up this next gen to be prepared, because with money comes responsibility, and there's a lot of responsibility, and sometimes that pressure is daunting. It sounds funny to think of that, but it is, and you see it in clients. And so, A, from an advisor perspective for the next gen, we try to get in there early right after college and have conversations about what they've created on their own, their 401ks, purchasing a home, how do they use trusts that have been allocated for them? Also putting really a purpose and a passion and a reason behind the money. Money means nothing if there is no purpose to it, if there's no thoughts behind it. It's really important to do that. And once they do, you also start having a conversation on charitable intent, is there a charitable intent? That seems to really engage the next gen, and it starts to build them for the bigger conversation from a long-term estate planning, also an inheritance someday. It starts to set that framework so they're more comfortable when you get to that collaborative conversation with the attorney on transitioning wealth or getting the next gen involved.

How to Involve Next-Gen Clients in Trust-Related Planning

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