Rowe Price Charitable is an independent, nonprofit corporation and donor-advised fund founded by T. Rowe Price to assist individuals with planning and managing their charitable giving. Rowe Price Charitable has contracted with various T. Rowe Price companies to provide operational, recordkeeping, and management services to T.

1. Tell your family about this valuable record of information. Keep the completed form in a secure location that is easily accessible. This will make it more convenient to update and easier for your family to locate. We recommend you do not send personal data via email. FAMILY RECORDS WORKSHEET: Asset Inventory and Personal Information.
2. Free Family Records Organizer CD-ROM This unique, interactive CD-ROM from T. Rowe Price provides you with an easy way to gather all your family’s records in one safe place, including primary contacts.
3. Download Version - Your Family Records Organizer Medical Records Form - Famliy Records Organizer Use the 4-page Medical Records form to create a list of the names and phone numbers of your primary-care physician, dentist and any medical specialists you see on a regular basis.
4. Everybody needs this life organizer Save yourself and your family and get you stuff together so your family doesn’t get lost trying to get everything together in a time of need. Put your mind at ease and your heart. Get this and put all your important papers in one spot. I love that you can expand and make this binder what you want it to be.
5. Rowe Price Family Records Organizer Managing your family records is easy with this interactive organizer. Consolidate all your family records including Personal Information Investments Banking & Credit Cards Wills & Trusts. A step-by-step guidance can help you manage all of this information quickly, easily, and paper free. Minimum System Requirements: Intel Pentium III.

All investments are subject to market risk, including the possible loss of principal.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice. This material does not provide fiduciary recommendations concerning investments or investment management; it is not individualized to the needs of any specific benefit plan or retirement investor, nor is it directed to any recipient in connection with a specific investment or investment management decision.

¹Advisory services are offered by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. T. Rowe Price Advisory Services and T. Rowe Price Investment Services are affiliated companies.

Source for Morningstar data: © 2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Building Trust That Lasts

As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. That’s why we offer a simple process to help you identify which client relationships are at risk. Our plan includes insights on family dynamics and a tool to help you develop a strategy for key clients.

A Two-Step Action Plan

Our tool kit has what you need to secure business for generations to come.

White paper

Research and insights to educate you on generational wealth transfer issues.

Chart a Family’s Dynamics

Interactive worksheet to help families become aware and intentional about their wealth.

Financial Professional Presentation

Research and insights to educate you on generational wealth transfer issues.

Financial Professional Tool

Step-by-step guide to protect against wealth transfer and help you acquire the next generation of assets.

Investor Presentation

Presentation for you to use at seminars, workshops, and meetings. /kaspersky-total-security-2015-download.html.

Intergenerational wealth transfer—or InterGen—could have a serious impact on your book of business.

$24 Trillion

T Rowe Price Family Records Organizer Download Free

will move from one generation to the other over the next 12 years.¹

21%

of your clients will likely experience a wealth transfer in the next decade.²

70%

of heirs change their financial professionals when they inherit.³

Quarterly Ideas to Engage the Entire Family

Free Family Records Organizer

Help minimize the risk of wealth transfer to your business with these resources.

It’s tax time. Here are two ideas for better client engagement.
Share our article 'Be Tax Smart About Leaving Assets to Your Heirs' with clients during tax season to help jump-start the conversation about wealth transfer.

Ramp up for the spring real estate market.
Some of your clients may have children or grandchildren who are preparing to purchase a new home. Share and review our Home Buying Checklist.

How many weddings are you attending this season?
Share our Marriage Preparation Checklist with clients or engaged couples. It’s designed to strengthen their financial footing when the time comes to say “I do.”

An easy way to help clients support their grandchildren’s education.
September is National College Savings Month. Share this article with clients, and offer to speak to their adult children about saving for college for the grandchildren: Keep College Costs in Check with These 5 Conversations.

Financial tips for new parents and grandparents.
Share these five helpful tips with clients and families who are expecting a baby.

A simple gift idea for clients and their loved ones.
Creating a family record of vital documents and financial records is one of the most meaningful gifts a client can give to their loved ones. It also helps you engage more deeply with clients and better prepare for wealth transfer. Use our Family Records Organizer to do so.

New year. New opportunities to strengthen business.
The new year often brings new employment. If your clients’ children or grandchildren have started new jobs, offer to help them enroll in their 401(k) plans and take advantage of benefits by using our Job Change Checklist.

These ideas can help you better understand and engage with the families of your most important clients.

Contact Us

Broker-Dealer
800.564.6958
AdvisorServices@troweprice.com

RIA & Regional Bank
800.564.6958
AdvisorServices@troweprice.com

DCIO

800.371.4613
DCIO_Sales_Desk@troweprice.com

Variable Annuity
855.829.5343
VA_Sales_Desk@troweprice.com

Broker-Dealer
800.564.6958
AdvisorServices@troweprice.com

RIA & Regional Bank
800.564.6958
AdvisorServices@troweprice.com

64% of LGBTQ allies say they're more likely to spend money with inclusive businesses.

¹ Val Srinivas and Urval Goradia, “The future of wealth in the United States: Mapping trends in generational wealth,” Deloitte Center for Financial Services, November 9, 2015.

² Cerulli Associates, 2018 Advisor Metrics.

³ Cerulli Report, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2019.