“LegacyNex helps preserve the stories, values and experiences behind a family’s wealth through guided conversations and professionally crafted legacy narratives,” said Christine Van Cauwenberghe, head of financial planning at IG Wealth Management in an emailed statement. “We’ve long known that 70% of family wealth is lost by the second generation and 90% by the third,” she said. She’s been promoting the service to financial advisors looking to add a personal element to their relationship with estate planning clients. Getting emotionalA lot of advisors struggle to build emotional bonds with clients and their families. “The advisor that gets this is the advisor that is really seeing the relationship with their clients evolving,” Iacono said.