Families with $5 million to $30 million in investable assets typically lose between $50,000 and $400,000 each year to leakage, compounding into millions over a generation. None of it shows up on a statement. All of it shows up in the wealth that should have transferred to the next generation.
Leakage is not the fault of any one advisor. Each is competent in their lane. The family still pays the cost of the gaps between them, which is why leakage is solved by integration rather than by adding another advisor to the room.
Common questions
- How much does wealth leakage cost?
- For families with $5 million to $30 million in investable assets, leakage commonly runs from $50,000 to $400,000 a year, compounding into millions over a generation. The Leakage Assessment produces a directional estimate for your family.