Caregiving support that protects relationships and assets

Support clients and their families through caregiving and life transitions while helping secure generational relationships before assets move.

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Secure the legacy, not just the account

Caregiving often shapes the most important financial decisions families make.

The great wealth transfer

Over the next two decades, more than $70 trillion will pass to the next generation making trust and relationships critical.

Care decisions drive asset decisions

When families navigate care, they’re also making decisions about financial planning, estate management, and where assets go.

Caregiving by the numbers

Financial institutions that support families during caregiving transitions build trust earlier, strengthen generational relationships, and reduce asset attrition.

81%

of households are managing caregiving responsibilities.

66–95%

of adult children leave their parent’s financial institution after a death.

93%

worry rising care costs could jeopardize their financial future.

Explore Our Solutions

When caregiving challenges arise, financial relationships are at risk

Major life events like aging care, illness, and the loss of a loved one often trigger financial decisions that determine where families keep their assets.

How It Works

Generational attrition

Adult children often move assets after a parent passes away, breaking long-standing financial relationships.

Loss of beneficiary relationships

Institutions often lack meaningful engagement with beneficiaries until after inheritance decisions are made.

Declining engagement during life transitions

Caregiving responsibilities pull clients away from long-term financial planning and advisory conversations.

Missed relationship-building moments

Without support for challenges like caregiving, institutions miss opportunities to build trust with entire families.

A caregiving solution that deepens client trust

Homethrive extends the role of financial institutions beyond financial services helping clients and their families navigate the caregiving moments that shape major life and financial decisions.

See the Impact

Aging and elder care navigation

Guidance for families managing aging parents and long-term care decisions.

Complex care support

Help navigating serious diagnoses like Alzheimer’s, cancer, and other chronic conditions.

Estate planning and organization

Tools to help families organize wills, trusts, powers of attorney, and critical life documents.

End-of-life and loss support

Compassionate support for families navigating end-of-life decisions and transitions.