Name: Reconciling Divergent Values in Multigenerational Planning
Uploaded: 2026-01-27T17:00:00Z
Duration: 1 min 32 s
Description: Advisors who can successfully serve a family with starkly different priorities represents the "alpha" that deepens the value of financial advice, says Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning.

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Advisors who can successfully serve a family with starkly different priorities represents the "alpha" that deepens the value of financial advice, says Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning.

https://m.wsj.net/video/20260127/2fd71263-ad5a-47f3-b7b8-9f784fd5f557/3/hls/manifest-hd-wifi.m3u8

Reconciling Divergent Values in Multigenerational Planning

I think that's really fascinating, that dynamic, in terms of decision-making, how you could have, you know, multiple generations having a say. And you know, it used to be far simpler, but now, like what if you... You can have diametrically opposed values and opinions. Like, a younger one might be like, "Listen, I insist. Half my money's in crypto," or something,

Yeah.

and someone else might be in, it's like they're real loggerheads. And how do you reconcile this? How do you make everyone sort of happy? So you have a compromise. Some of the terrain to navigate, I can imagine, depending on the family, can be a bit challenging.

Totally, yeah.

Yeah.

And you're absolutely right. And like, how do you hold space for one person without negating another person? And that is where, that's comes back to my previous point on why I think this actually has the opportunity to deepen the value of advice, is that there are many subjective truths there, and that is difficult for AI to optimize.

Yeah.

Right? A solver that returns a single value in a single cell is not the same as helping people navigate multiple subjective options. You know, there are multiple right ways of doing this.

Greg: Yeah.

And I think that's where the advisors who lean into that and engage with that and say "Yes," and, "Let me reflect that back to you," right, and, "Let me hold a space for that and let's see how things go," are going to ultimately, I mean, I think that's actually alpha.