One shared view
The people involved can see the same transfer, without a second private copy.
Wealth Transfer
A clear path for the wealth that is changing hands
Families, trusts, and individuals can see a transfer through, as about $74 trillion moves over the next 10 years.
- Northline
- Harbor & Co
- Fieldstone
- Lumen Trust
- For families
- For trustees
- For advisors
We finally see the same list, instead of three inboxes.
The open steps have an owner and a date. That was the missing piece.
I can tell my brother what is decided without a long call.
Start with the people who already have a role
A household workspace for the transfer, with the accounts and documents in one place.
The hard part is coordination
- Decisions live in different inboxes and folders.
- Heirs and trustees are not always looking at the same list.
- The next step is easy to lose.
A short record
What was decided stays written down next to the people it concerns.
A next step
Each open item names who it is waiting on.