About Fig
The kids don’t have to leave.
Most kids move the money the year a parent dies. Not over fees, not over returns. They leave an advisor they never met. That is a fixable problem, and fixing it is the whole of what Fig does.
Why Fig
- 01
The kids who stay already had a relationship with the firm.
Before the money moved, they asked a question, had a call, or got their own document done with their parents’ advisor. A stranger can’t copy that history. Fig exists to make it happen for every family, not the two or three you’re closest to.
- 02
It has to be about their life and problems, not the parents’.
Nobody in their thirties wants a course on their parents’ plan. They want the house, the 401(k), the baby, what to do when Mom gets a diagnosis. The advisors who keep the kids talk about the kid’s own money. So does Fig.
- 03
A family office solves this with more manpower.
Someone whose whole job is the rising generation. A firm with four hundred households has the same families and no such person, and can’t hire one. Fig is that person, under the firm’s name, for every family at once.
- 04
The advisor has to see it working.
Which families have an engaged kid, which don’t, every quarter. Counts by family, never a transcript. That is what makes it a program instead of a hope.
Founder
I’m George.
Five years building estate-planning software for financial advisors, used by hundreds of firms, and the onboardings and compliance reviews that came with it. Fig started in 2026.