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For RIA owners

Your 30-minute next-gen audit.

Thirty minutes with the founder. You leave with what passes to the kids each year, what leaves over ten years, and the three families to start with. Once you’re booked we send the Parent Letter, the note to the parents written so they introduce you to their kids.

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Before the call

What to have ready

  1. 01Households where the client is 60 or older
  2. 02Average assets per household
  3. 03Average fee
  4. 04Average age of those clients
  5. 05How many estates passed to the kids in the last three years

Rough numbers are fine.

On the call

What happens on the call

  • We run your numbers together.
  • You see the program with your firm’s name on it.
  • You leave with the three families to start with, whether or not Fig is for you.

The call is education. Fig is not a registered investment adviser.