The Evolution of Private Wealth


More than $80 trillion of wealth is expected to be transferred within families over the next two decades. Given the rise in wealth and aging populations globally, the number of family offices has surged to help guide succession planning and the transfer of assets. This brief outlook by Asset Consulting Group further highlights the investing trends impacting the path forward for families and family offices that is shifting as the next generation potentially reorients family goals toward qualitative objections (mission-driven) in addition to quantitative metrics (investment returns).

Advisor Thinking