The ABCs of Winning Gens XYZ

"Baby Boomers" have accumulated a collective level of wealth unprecedented in human history, and are in the process of transferring trillions of dollars to their heirs over the next 20 to 30 years. But studies have shown that adult children of high-net-worth clients are less likely to remain loyal to their parents’ wealth manager.

So what can wealth management firms do?

This whitepaper explores strategies and steps to focus on the needs of both benefactors and beneficiaries, including the right technology tools, to win over these heirs and their inherited wealth.

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