0
Fund 1
Fund 2
Fund 3
Fund 4
Contact us
Contact Nuveen
Thank You
Thank you for your message. We will contact you shortly.
ADVISOR EDUCATION
Transferring wealth with purpose
Offer an action plan for passing on what matters most
A successful transfer of wealth requires intention and a sound process.
Nuveen’s clear, repeatable framework for wealth transfer enables you to offer highly personalized guidance at a scale that’s manageable for you and for clients.
- Articulate the value of wealth transfer planning
- Accompany each client on a personalized path to wealth transfer planning
- Offer tips, insight, and guidance to help clients take action
To learn more about our wealth transfer framework, please contact your Nuveen Advisor Consultant.
Featured advisor education insights
Top wealth transfer questions for business owners
Five important factors for business owners to consider
Four key wealth transfer considerations client paper
Conversations that may provide valuable clarity as clients plan for their family’s future.
3 min. read
~ 5 minutes long
Wealth education client guide
An age-based approach for instilling sound wealth stewardship overtime.
The next generation of wealth transfer client guide
This interactive workbook is designed to be a road map for you and your clients as you guide them through the process of wealth transfer planning.
Donor-advised funds client guide
A flexible tool that supports family giving, joint decision-making and wealth education.
Events to engage the next generation advisor guide
A practical guide for planning events to initiate and strengthen relationships with your clients' children.
2 min. read
Additional advisor education resources
Offer clients valuable tax guidance and advice.
Contact us
You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
or
Not registered yet? Register
You are about to access our website for visitors outside of the United States.
You are about to access our website for Nuveen Global Cities REIT
You are leaving the Nuveen website.
You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.The Nuveen website for institutional investors is available for you.
You are about to access our website for visitors outside of the United States.
You are about to access our website for Nuveen DMAT Cart
You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)