The Quinns, a couple in their 70s who had built their family fortune over several decades, were considering ending a 20-year relationship with a wealth advisor at a major Wall Street firm. As they shopped around for new investment advisors, they wrestled with determining the right strategy for allocating funds among their children and grandchildren—with each family unit having different financial profiles and earning potential. This case presents students with the different perspectives held by the family members, investment strategies to consider, and the issues that require resolution.

Case id: 100306