The Great Wealth Transfer

The report analyzes 'The Great Wealth Transfer,' a historic shift of over USD 83 trillion to women, millennials, and Gen Z, who prioritize values-based investing and digital connectivity. It argues that wealth managers must adapt their value propositions to include personalized planning and access to private markets to remain relevant.

Key Takeaways

• 1.An estimated USD 83 trillion will be transferred globally over the next 20-25 years, including significant horizontal shifts to spouses and vertical shifts to heirs.
• 2.Women are becoming central wealth stewards, expected to control USD 34 trillion in US investable assets by 2030, and tend to prioritize ESG and value-aligned investing.
• 3.Millennials and Gen Z investors show higher risk appetite and a strong preference for non-traditional assets like private markets, digital assets, and collectibles.

Table of Contents

• Introduction
• Part I Women as next-generation wealth holders
• Part II Investment preferences and needs of millennials and Gen Z
• Part III Ensuring a successful succession
• Part IV Value proposition across generations

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