Live From Wealth Management EDGE: Focus on AI, Growth and UHNW Wealth Transfer
Key takeaways
- Cameron Rogers, partner at Angeles Wealth Management, said financial advisors can benefit by engaging clients’ second-generation family members early.
- “Yes, it’s about investments, and yes, it’s about growth of principal, but it’s as much about managing these conversations,” she said.
- Tiffany Tocco, business development risk advisor at Starkweather & Shepley Insurance, said advisors need to stop using complex investment terms and acronyms with younger generations.
Live From Wealth Management EDGE: Focus on AI, Growth and UHNW Wealth Transfer Wealth Management EDGE Wealth Management Staff Tue, June 9, 2026 at 10:55 PM GMT+7 7 min read You can find original article here Wealth Management. Subscribe to our free daily Wealth Management newsletters.
RIA leaders speaking on a panel at the UHNW Summit at Wealth Management EDGE said there is a pressing need for financial advisors to engage with their clients’ second-generation family members, rather than just pay lip service to the idea.
Cameron Rogers, partner at Angeles Wealth Management, said financial advisors can benefit by engaging clients’ second-generation family members early. She said advisors need to realize that families are getting more complex in their makeup, and issues of inheritance and support may veer more toward “therapy.”