WEALTH TRANSFER

KEEP THE NEXT GENERATION Connected

Paytrust helps advisors engage the next generation, support aging parents, and build lasting family relationships before wealth transfers happen.

Partner with Paytrust

THE CHALLANGE

Wealth Transfer Is About More Than Assets

Wealth transitions create an opportunity for advisors to build relationships with heirs before they inherit. Yet the next generation may have limited involvement in their parents’ day-to-day financial lives. Paytrust helps create a practical connection between generations through household financial support.

CORE BENEFITS

A NATURAL WAY TO ENGAGE the Next Generation

Engage Heirs Earlier

Create opportunities to connect with adult children before a wealth transfer takes place.

Extend Your Client Support

Offer human-led bill management that complements your existing advisory relationship.

Stay Connected With Families

Build a natural, ongoing touchpoint beyond traditional investment conversations.

Support Family Caregivers

Help adult children support aging parents with everyday household financial responsibilities.

HOW IT WORKS

START WITH One Family

Identify a household

Introduce a client and family who could benefit from additional support.

Let Paytrust help

The Paytrust team provides hands-on bill management for the household.

Build the relationship

Create another way to stay connected with the family and the next generation.

Identify a household

Introduce a client and family who could benefit from additional support.

Let Paytrust help

The Paytrust team provides hands-on bill management for the household.

Build the relationship

Create another way to stay connected with the family and the next generation.

Identify a household

Introduce a client and family who could benefit from additional support.

Let Paytrust help

The Paytrust team provides hands-on bill management for the household.

Build the relationship

Create another way to stay connected with the family and the next generation.

Frequently Asked Questions

How does money move?

You are assigned a named, US-based Concierge who becomes an expert in your financial life. They know your accounts, your preferences, and your payment rules – and they’re reachable by phone.

How does money move?

You are assigned a named, US-based Concierge who becomes an expert in your financial life. They know your accounts, your preferences, and your payment rules – and they’re reachable by phone.

Who has account access?

What does the client pay?

How does a referral work?