Perspective

Exploring the Decade of Generational Wealth

An eBook for advisors to help drive deeper engagement with families.

Key Takeaways
  • The Decade of Generational Wealth (2020-2030) is a unique opportunity to grow your business by stepping into the family and wealth transitions underway for your baby boomer clients and their families.
  • To drive growth, your business will need to move beyond serving individual clients to building family-advisor partnerships.
  • Applying our new strategic framework and capability can help you connect across generations to unlock new value for client families.
  • This paper offers a "how strategy" for building relationship-based capabilities that can help you guide clients in having generational conversations.
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Exploring the Decade of Generational Wealth
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Explore more on:
Business model & offering Client conversations Generational wealth Running a family office Wealth transfer

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