Engaging the Next Generation

Fostering strong advisory relationships with younger investors (often our clients' children) is a particular focus at Federal Street Advisors. In this article, we are pleased to share our approach to helping the next generation address their unique financial needs and become experienced investors.

As baby boomers enter retirement, young adults have emerged from college, started their own careers, and taken control over significant sums of assets.  Whether the wealth has come from prior generations or through self-creation, we advisors are challenged to adjust our advisory models to serve this burgeoning demographic.