The great intergenerational wealth transfer
CAN YOU TURN HEIRS INTO CLIENTS?
of the world’s UHNW population
5 OF THE
largest ultra-wealth markets
of the world’s millionaires
What happens when that wealth passes to the next generation?
Studies suggest at least 80% of millennial heirs will seek out a new financial adviser in place of their parents’ wealth manager after they inherit. How can you convince them to choose you?
Trillions in wealth is transferring over coming decades
Client churn rates pose a major threat. Heirs expect different wealth management models than their parents.
Get our latest paper that summarises the dramatic changes ahead, the challenges for wealth managers, and three key strategies for retaining beneficiaries.
There’s no time like the present
It’s important to open up communication with heirs now. Building those relationships depends on the strategic use of digital tools and supporting technology that measure up to their expectations… before they take their investments elsewhere.
Ready to see the Advent Investment Suite in action?
Get in touch to learn more about how we help investment managers become the trusted adviser for tomorrow’s investors.