For RIAs
Meet your clients’ children before the money moves.
Fig guides you every step of the way: reaching out to your clients, getting introduced to their kids, the kids raising a hand to talk about buying a house or the stock plan at work, and building a real relationship as their trusted advisor.
First firms onboarding fall 2026
Claire Aldrich booked a call
Stock from work · family holds $6.2M
Ada Okafor booked a call
The first house · family holds $3.4M
Hana Nakamura booked a call
A parent in hospital · family holds $4.8M
The problem
Getting to know your clients’ children takes more time than anyone has.
Most advisors are great at advising. Getting to know the next generation is a different job: going through the parents, learning what the kids care about and where you can help, having something worth saying, showing up consistently, and knowing what’s working. It never gets to the top of the list.
We get it. Fig was built to own that part. It puts you in front of your clients’ children at the right moment with the right thing: learning what they care about, and meeting them where they are. It makes it easy for them to raise a hand when there’s something you can help with. You handle what matters most: the relationship, and the advice.
- CAClaire read Stock from workMon
- CAClaire said yes to the tasting at Harrow HillTue
- AOAda asked a question about the first houseWed
- CAClaire sent her page to her brother, DanielThu
- DADaniel opened his page and saved Elaine’s numberThu
- HNHana booked 30 minutes about a parent in hospitalFri
The program
One platform. Every part of next gen.
A whole next-gen ops team, in one tool. 24/7.
From the first introduction to the day it matters.
The Family Tree
Understand every client’s family, today.
Advisors know a client has three kids. The CRM doesn’t. Fig gets every name, partner and grandchild into one view, with the attorney and accountant around them, and writes it back to your system.
The Aldrich family
Elaine Harper · clients for 24 years · $6.2M with the firm
- Clients
- Children
- Partners
- Grandchildren
- Around the family
The Intake
Know what the kids care about before you meet
Each child answers a few questions: what they’re dealing with, who’s in the family, what they hold. Their guides and your agenda come from the answers.
Claire · your page
What’s on your plate right now?
Start with these
The Emergency Kit
Their kids will know what to do in an emergency
When a parent is hospitalized or dies, their children find you, the family’s key contacts and what to do next, on a page with your name on it. That is peace of mind for your clients, today.
If something happens to Margaret or Thomas
Call Elaine first.
Any hour. You don’t need to know what to ask.
☎(617) 555-0142The Meeting Maker
Turn their questions into meetings
When a guide covers the will or the stock plan, they can ask you or book time right there, and each meeting arrives with an agenda built from what they read and asked.
Guides / Stock from work / When it becomes yours
When it becomes yours
Vesting is the process by which a grant becomes yours over time. Until a share or an option has vested, leaving the company can cost you the grant.
Elaine can read your grant paperwork with you and say in plain words what each grant is and when it matters.
A common schedule for a new-hire grant runs four years with a cliff at one year…
The Scoreboard
Know who to call this week
Each child’s interests, what they hold, how engaged they are, and who raised a hand, by family and by advisor. Engaged means the child did something themselves: opened their page, wrote back, asked a question or booked a time. You take the calls.
On your calendar Tuesday
Reach out this week
Fig sends the reminder
Fig Score, 0 to 100, from what each kid did themselves · Firm average 54 · Assets covered $184M of $312M
The Event Playbooks
Tastings, dinners and family meetings, from a kit
The topic, the invitations, the RSVPs, the agenda and the follow-up, for peer events and family meetings alike. The event stays your firm’s own.
A tasting for the next generation
An afternoon at Harrow Hill Vineyard
Saturday, October 18 · 2 to 5 PM · Westport · hosted by Elaine Whitfield · partners welcome
- Claire Aldrich · Aldrich family · with SamYes
- Ada Okafor · Okafor familyYes
- Sophie Brandt · Brandt familyYes
- Hana Nakamura · Nakamura family · with RenYes
- Marco Castellanos · Castellanos familyNo reply
- Nora Ellery · Ellery familyCan’t make it
Invitation approved by compliance Sep 2 · sent Sep 6 · reminder goes Oct 11
Everything in the program
- The LetterThe note to the parents and one follow-up. Their reply is the introduction.
- The IntakeA few questions each child answers, so the guides and the agenda fit.
- The Family TreeEvery family in one view: three generations and the people around them.
- The GuidesPlain reading on what’s in front of them, under your firm’s name.
- The Emergency KitOne page for the hardest day: you, the key contacts, what to do next.
- The Meeting MakerA way to ask or book inside every guide, and an agenda for each meeting.
- The ScoreboardInterests, holdings, engagement and raised hands, per person, every week.
- The Quarterly ReviewWhere the firm stands against its goal, presented to the owner each quarter.
- The Event PlaybooksPeer events and family meetings, run from kits.
- The Compliance PackYour approval before anything sends, the archive, the audit log, the disclosures.
Twenty minutes, on your own book. The letter goes out the week after.
Get a demo→What we’re hearing from advisors and their clients’ children.
“Never once in the 17 years he was managing my father’s money did the advisor ever contact me or my brother. As soon as we had access to the money, we moved all of it out of that firm.”
“Most advisors wait until the wealth transfer happens before they try to build a relationship with the kids. By then, it’s too late.”
“Most outreach like this fails because it implies an agenda, and this is deliberately built to remove one. That’s rare in advisor marketing.”
Verbatim and de-identified. Not endorsements of Fig.
Questions
The things people ask before the call.
Will this feel like a pitch to my clients?
The letter asks the parent for one thing: that their kids know who you are. The parent replies and copies them in, and you say hello. You’re offering their children something, and the parent makes the introduction. If a parent doesn’t answer, they get one more note a week later, then nothing.
What about compliance?
Everything the kids get is education, approved by you before it goes out, archived for books and records, with your disclosures on every page. Fig is not an investment adviser. The compliance page has the rule-by-rule version ⟶
My clients already have a portal. Why another one?
Their children don’t. The client portal shows accounts to people who have them. The kids’ page is the one they open when a parent is in hospital, with your name and number on it, and the guides for the life they’re living now.
How much of my time?
About an hour a month. Your compliance person approves each piece once, in the app. You take the calls the kids book. The Quarterly Review comes by email with next quarter’s plan at the end, and anything new waits for your yes.
Will the kids read it?
It’s about their own life: the first house, the 401(k), the baby, what to do when a parent gets a diagnosis. Six in ten people between 30 and 45 say they’d welcome their parents’ advisor in the family money conversation. Nobody has asked them.
Who answers the kids’ questions?
You do. A question arrives in your inbox as an email from the kid, with a call one click away. Fig writes the guides; the conversation is yours.
What does Fig see, and what does it keep?
From you: household names, the parents’ names and emails, and a value or a range for each household. From the kids: their name and email, and what they did in the program, as dated events. Every email sent and every reply is kept as your record. No accounts, balances or plan documents.
How long until it’s running?
Send us your client list, in whatever form you keep it, and your logo. We load it, your compliance person approves the letter, and the letters start the next Tuesday, from each advisor. Introductions follow as parents reply. Your first Quarterly Review comes at day 90.
Thirty minutes. How transfers go at your firm today, then the screens that answer it.