The upcoming Great Wealth Transfer will place assets into the hands of a more diverse, LGBTQ+ identifying generation. Investors and advisors must adapt to the unique financial and legal requirements associated with this demographic shift.
Key Takeaways
- 1.The generational transfer of wealth to younger, more female, and more openly LGBTQ+ individuals will impact investment strategies and the global cost of capital.
- 2.LGBTQ+ investors face unique financial considerations, including specific liquidity needs due to potential employment risks and variations in life expectancy.
- 3.Complex inheritance laws across different jurisdictions significantly influence legacy and estate planning for queer investors.
Table of Contents
- Wealth goes 'woke'
- Global asset class preferences definitions
- Appendix
- Risk information
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Authors
Paul Donovan
Themes
ESG and Values-Based InvestingLGBTQ+ Investor DemographicsThe Great Wealth Transfer
Regions
GlobalUnited StatesUnited Kingdom