{"id":15040,"date":"2026-05-07T00:37:00","date_gmt":"2026-05-07T00:37:00","guid":{"rendered":"https:\/\/communify.com\/?post_type=spotlight&#038;p=15040"},"modified":"2026-05-07T17:24:33","modified_gmt":"2026-05-07T17:24:33","slug":"brian-casey-family-governance-advisory-role","status":"publish","type":"spotlight","link":"https:\/\/communify.com\/en-gb\/spotlight\/brian-casey-family-governance-advisory-role\/","title":{"rendered":"\u201cWhat&#8217;s Your Family&#8217;s Mission Statement?\u201d \u2013\u00a0Winning the\u00a0Wealth Transfer and the Advisor\u2019s Evolving Role with Brian Casey"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">With an entire generation of clients and advisors moving toward retirement,&nbsp;the wealth management industry is at a crossroads. Brian Casey is CEO of Westwood Holdings Group, a Dallas-based wealth and asset management firm that has been in business for more than four decades. With wealth now passing&nbsp;to the next generation&nbsp;at an increasing rate, he believes family governance is the defining skill for advisors&nbsp;who want to&nbsp;retain&nbsp;clients across generations.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In&nbsp;this episode of the Innovation Spotlight, Brian shares&nbsp;how the role&nbsp;of the advisor is changing&nbsp;\u2013 and&nbsp;why family governance is at the heart of that evolution.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this conversation:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Why 70% of assets leave the advisor when wealth passes to the next generation\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How family mission, legacy planning, and annual family meetings are becoming core advisory services\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What Westwood is doing with dedicated four-person advisory teams to serve upmarket clients and strengthen retention.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Innovation Spotlight highlights the leaders and ideas driving the Intelligence Era.&nbsp;<a href=\"https:\/\/communify.com\/get-a-demo\/\" target=\"_blank\" rel=\"noreferrer noopener\">Click here<\/a>&nbsp;to&nbsp;see more.&nbsp;<\/p>\n","protected":false},"featured_media":15041,"template":"","categories":[],"tags":[41,39,43,47,20,44],"custom_taxonomy-core_topic":[23,7,8,10],"custom_taxonomy-product":[25,12],"class_list":["post-15040","spotlight","type-spotlight","status-publish","has-post-thumbnail","hentry","tag-asset-management","tag-deterministic-ai","tag-expert-insights","tag-intelligence-era","tag-knowledge-bases","tag-wealth-management","custom_taxonomy-core_topic-communify-experience","custom_taxonomy-core_topic-deterministic-ai","custom_taxonomy-core_topic-innovation","custom_taxonomy-core_topic-structured-data","custom_taxonomy-product-knowledge-bases","custom_taxonomy-product-mind-ai"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - 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