Don’t lose the kids! How to strengthen relationships with the next generation

Jennifer Goode, senior national director of Bernstein Private Wealth Management's Institute for Trust and Estate Planning, sits down with InvestmentNews anchor Gregg Greenberg to offer tips on how advisors can maintain and strengthen relationships with their clients’ heirs and children.
  • Aug 05, 2026

Jennifer Goode, senior national director of Bernstein Private Wealth Management's Institute for Trust and Estate Planning, sits down with InvestmentNews anchor Gregg Greenberg to offer tips on how advisors can maintain and strengthen relationships with their clients’ heirs and children.

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