Alphil J. Guilaran, CFBA, CFWA

The great wealth transfer: Preparing inheritors for the challenges and responsibilities of wealth

Current Membership Year:
2025
Total Membership Years:
15
Court of the Table Honors:
2
Top of the Table Honors:
1
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As we enter the USD 84 trillion great wealth transfer, studies show that 90% of family wealth does not make it past the third generation, and 80% of inheritors will look for a new advisor after inheriting their parents’ wealth. Guilaran shares how to prepare your practice as well as a proven framework to train the next generation and bridge the communication gap between wealth creators and inheritors.

Alphil J. Guilaran, CFBA, CFWA, is a co-founder of Financial Literacy Counsel, where he has been providing financial literacy training for family offices, private schools, universities and corporations for more than 25 years. He is the recipient of the Canadian IFSE Institute Award for Financial Literacy in 2020 and is a Life member of MDRT.