As money passes to the next generation, it becomes the property of younger heirs who have different needs, time horizons and investment preferences than their parents did. Unlike many advisors who attempt to maintain the status quo, The Fox Pierce Segal Group* customizes a new strategy for the younger investors so the inherited assets serve their unique needs. This way, the heirs inherit their parents’ values and trusted advisors as well as their wealth, and can benefit from the group's familiarity with the family.