Your clients' families
are leaving. Maeve helps them stay.
80% of heirs leave the family advisor. What if you could change that? Maeve provides the intellectual infrastructure to bridge the generational gap.
"We don't just manage assets, we prepare the family to receive them."
— James H., Wealth Director
The Retention Cliff
Heirs who fire their parents' advisor within 18 months of inheriting assets.
The Connection Gap
Adult children who have a meaningful relationship with their parents' lead advisor.
The Great Transfer
Wealth expected to pass to the next generation over the next two decades.
Intervention Points
Real scenarios where Maeve's editorial tools preserve the advisory relationship.
The Widow
Most widows leave their advisor within a year. Maeve helps you transition from technical manager to family steward.
Read Protocol
The Sandwich
Caring for aging parents and rising children. Provide the tools that solve their immediate logistical and emotional crises.
Read Protocol
The Family Meeting
Turn high-stress inheritance talks into legacy-building workshops using our proprietary conversation framework.
Read ProtocolThe Intellectual Foundation of Wealth Continuity
Our frameworks aren't just editorial—they are built on two decades of behavioral psychology and family systems research. We don't just help you talk to the next generation; we help you understand the silent anxieties that drive their financial exits.
"Maeve has fundamentally shifted how we approach client longevity. It's no longer about the portfolio; it's about the narrative of the family."
Julian Vance
Director, Heritage Private Wealth
Become the Forever Advisor.
Request a private demo of the Maeve Advisor Toolkit and our 2024 Research Report on Generational Wealth.