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  "headline": "Which Assets Transfer In-Kind During an Advisor Move?",
  "description": "A practical guide to which assets typically move in-kind, which assets may not transfer cleanly, and how advisors can identify problem positions before the transition starts.",
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  "author": {
    "@type": "Person",
    "name": "Curtis Kloc",
    "jobTitle": "Owner",
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      "name": "Continuity"
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  "datePublished": "2026-05-28",
  "dateModified": "2026-05-28",
  "articleSection": [
    "Advisor Transitions",
    "In-Kind Transfers",
    "Operational Transition Execution"
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