LVW Advisors Founder and CEO, Lori Van Dusen, recently spoke to the Rochester Business Journal on the topic of The Great Wealth Transfer. She highlights the role of technology-based tools for a smooth transition to support the younger generations. She also emphasizes the importance of a “next-generation team” comprising financial advisors closer in age to clients’ children and grandchildren to facilitate more relatable and personalized experiences.
Back to Blog
![](https://lvwadvisors.com/wp-content/uploads/2024/03/Rochester-Business-Journal-1024x536.png)