Let Us Help You Strengthen the CORE of Your Client Connection
Clients are anxious about passing on their wealth
Your clients work hard to prepare wealth for their heirs, yet often neglect to prepare their heirs for wealth.
Wealth is so much more than just financial capital. A person’s wealth is a combination of their values, beliefs, knowledge, skills, and experiences they cherish most. By identifying and communicating that wealth, COREnology helps make it easy to grow and be successful together!
81% of inheritors plan to switch firms within one to two years of inheritance.
With a new generation of clientele, comes new expectations that advisors must identify and adapt to.
(Fischer, 2025)
(Cerulli, 2024)
Baby Boomers care less about getting an extra percent return on their investments, and more about wealth transfer freedom.
An incredible 68% of baby boomers want younger generations to receive financial education to manage their soon-to-be-inherited wealth effectively. They want reassurance that their heirs are so intentioned, directed, and purposed that they’d be comfortable leaving them everything.
We’re in the middle of the greatest wealth transfer in human history.
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(Capgemini, 2025
COREnology Can Help You With This and So Much More!
Improve your meeting efficiency
Speed up your intake and meeting prep. COREnology reports help you begin your meetings focused on what matters most to your clients.
Connect with the next generation
81%+ heirs fire their parents’ advisor within 2 years of inheriting their wealth. Our assessments helps you connect with the next generation now.
(Fischer, 2025)
Meet your fiduciary obligations
Only when you understand what your clients value most can you act in their best interest. We help you connect their values to their fianances.
Give personalized financial advice
Of wealth managers surveyed, 38% struggle with wealth transfer due to a lack of understanding of the clients’ needs. We help you know and reach your clients.
(Capgemini, 2025)
Provide a consistent, scalable client experience
Protect your brand reputation by giving every client a consistent experience. Give advisors a powerful framework and set of tools.
Improve client communication
COREnology gives you a valuable opportunity to meaningfully connect with clients throughout the year.
Three More COREnology Reports
In addition to the COREvalue™ and COREculture™ reports, for advisors and families, the COREnology experience is much more personalized.
COREviews™
COREpriorities™
COREobstacles™
While it’s true that we can do almost anything in life, it’s equally true that we cannot do everything.
Identify the top 5 areas that you would like to see meaningful improvement in your life and/or the lives of your family over the course of the next 12 months.
There are three potential roadblocks that, to the extent they exist within a family, must be addressed or they will impede effective wealth use today and wealth transfer in the future.
Until you understand these roadblocks, you may only be dealing with symptoms and not solutions.
What Clients want
What advisors offer
Communication
The ability to pass on their most cherished values, beliefs, and experiences to their heirs.
Impact
Heirs who are so self-reliant, self-sufficient, productive, and mature that they don’t need any of their wealth.
Cohesion
Ensure their family is still engaged, involved, and connected with each other 50+ years from now.
Identity
Heirs who are so clear on their intention, direction, and purpose that they’re comfortable leaving them everything.
Control
The ability to organize, track, audit, and record essential details about long-term assets.
Tax Efficiency
Develop a strategy to minimize tax exposure and pay the smallest amount of taxes possible.
Asset Protection
Shield clients from legal judgments, seizure, taxes, creditor claims or unwanted beneficiaries.
Return on Investment (ROI)
A strategy to grow wealth year-over-year.
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We’re SOC2 compliant!
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FAQ – Family Assessments
How long does it take for clients to complete a COREnology assessment?
Each COREnology assessment takes roughly 5 minutes for to complete except the COREvalues™ assessment, which might take between 10 and 15 minutes. (Clients often put a lot more thought into each question.)
If you’re administering several assessments at once, we recommend setting an expectation of roughly 30 minutes to respond to every question.
The heir assessment should it should only take 10-15 minutes.
What are the key takeaways for a family who uses COREnology?
- Increased communication
- An understanding of a family’s core values and culture
- Alignment regarding views of wealth clear next steps
- A shared vision of the future
Do I need training to use COREnology?
Please visit the COREnology Academy to receive a detailed description of how to administer the assessment and to help you feel comfortable and confident when facilitating a readout.
Additionally, the COREnology reports have a lot of built-in recommendations, suggestions, and tools for clients who want to improve different aspects of their lives and relationships, making your job even easier.
Can clients review their results on their own?
Yes, clients can view their own reports. They are full of helpful explanations and practical next steps. To facilitate a deeper connection between the advisor and the family, however, we recommend reviewing the reports together.
Can COREnology Family assessments be administered independently?
You can offer of the reports to your clients all at once, and provide them with a comprehensive readout as part of your intake process, or as a fee-for-service experience.
Alternatively you can separate the reports and offer them individually (or grouped) at the time you think it would be most useful for your clients.
Many advisors use one or two assessments as part of their information-gathering process during client onboarding. They reserve others for milestones, updates, or follow-up appointments.
How do I send an assessment when there’s only one parent?
Simply don’t add a second client when setting up the assessment. The system is designed to accommodate single-parent households, so you can proceed with just one parent profile.
What if a parent has already taken the assessment as an heir?
This situation requires special handling to avoid duplicate data. Please contact ellie@corenology.com with the parent’s details, and she will help resolve this issue and ensure proper assessment setup.
How do I include extended family members? (grandparents, aunts, uncles, etc.)?
You have two options:
- Add them directly as heirs in the current assessment
- Contact ellie@corenology.com to discuss customized options that may better suit your client’s specific structure
How do I set up multi-generational assessments?
Multi-generational assessments require custom configuration to properly map family relationships and ensure accurate reporting. Please email ellie@corenology.com with details about your client’s structure, and she will help set up the assessment to meet their specific needs.
How do I talk about this report with my kids?
COREvalues™ discussions are both easy and fun! We have many resources to help you, but begin by reviewing each person’s COREvalues™ and sharing the stories (reasons, explanations) behind their choices.
Listen well and ask good questions! Share how you see each person living out their values.
What additional COREnology resources can I offer my clients?
Please see the COREnology Academy’s Resource Library for dictionaries, worksheets, and more!
How is COREfamily different than COREteams?
COREfamily is developed to help financial professionals lead families they work with to clarify, not only one another’s values and culture, but also their COREviews™, COREpriorities™, and COREobstacles™ in order to ease communication for wealth transfer.
COREteams is developed to help human resource professionals and companies provide their teams with a basis for strong interpersonal communication and collaboration by defining their shared COREvalues™ and COREculture™.
I have more questions about COREnology
Please visit our COREnology FAQ for more questions!
References
Cerulli. (2024, Dec 5). Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048. https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048
Capgemini. (Accessed 2025, August 20). World Wealth Report 2025. https://www.capgemini.com/insights/research-library/world-wealth-report/
Michael S Fischer. (2025, June 12). 81% of Wealth Inheritors Say They’ll Fire Their Parent’s Advisor. ThinkAdvisor. https://www.thinkadvisor.com/2025/06/12/81-of-wealth-inheritors-say-theyll-fire-their-parents-advisor/