The Future of Family Wealth
What does it really mean to pass wealth from one generation to the next? This research explores how members of affluent families think, talk and plan for the future of their family’s wealth. Through one-to-one conversations with both wealth creators and members of the next generation, the study will examine the values, responsibilities, relationships and decisions that shape inheritance and long-term financial legacies. Participants will have an opportunity to share their experiences and perspectives on family communication, wealth management and preparing the next generation—helping to build a richer, more human picture of how substantial wealth moves across generations.
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