Caregiving Solutions for Financial Institutions | Homethrive
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.
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.
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.
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.
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.
Build loyalty and generational relationships
When you support a family through their most critical life transitions, you become their primary, high-trust partner for the long term.
- 81% improved loyalty
- 1.5 additional family members engaged
- 4.8/5 member satisfaction
- 84% feel less alone / supported
Caregiving insights and resources
Tools, guides, and insights designed to support the modern financial institution.
Loss Support
Workforce Impact of Loss and Bereavement Survey
Homethrive survey data shows that the majority of grieving employees still lack adequate support in navigating a loss.
The Impact of Caregiving on Credit Union Members
The financial wellness of credit union members is often impacted by caregiving responsibilities; here's how to support them.
Preventing Intergenerational Churn with Loss Support
One metric that credit unions tend to overlook is asset retention after a member dies. Here's why it's important.
Retain relationships through life transitions
See how Homethrive helps financial institutions strengthen loyalty and retain relationships amid the Great Wealth Transfer.