Intergenerational transfers of wealth create risks and opportunities for the wealth management industry. Over the next 30 to 40 years, $30 trillion in financial and non-financial assets is expected to pass from the Baby Boomers to their heirs in North America. Navigating this latest transition will be critical.
In this report, Accenture examines the key challenges facing wealth management firms as they seek to maintain Boomer loyalty and capture the next generation of investors. Learn what sets Boomers apart from their heirs and how firms can appeal to these distinct client bases.