Escalent
Escalent
Cogent Syndicated

With the largest transfer of wealth in history now underway—$90 trillion in assets is expected to be handed down from one generation to the next over the next two decades—financial institutions are racing to get and stay ahead of the competition to capture these assets. They need reliable data and tracking research to size the market opportunity and uncover how best to position their firms to become the wealth manager of choice for future inheritance beneficiaries.

Trajectory of Intergenerational Wealth Transfer™ leverages our ongoing survey of affluent investors to measure the percentage of affluent investors who expect to inherit assets and forecast future intent (invest versus save versus spend). The study also uncovers these investors’ most favorable types of financial institutions as well as what motivates their investment decision-making choices and the types of information they are seeking on how best to manage their investments.

Value

The report will enable subscribers to:

Identify Opportunities
Know the size and characteristics of the inheritance beneficiary market

Develop Strategies
Create actionable road maps for how to capitalize on those opportunities

Grow Profitably
Grow sales and profitability by capturing and managing inherited assets

Methodology

  • 2,000 affluent investors per month
  • Affluent investors defined as age 18+ with at least $100,000 in investable assets including DC plan and IRA assets and excluding the value of primary real estate
  • Quotas: Gender, age, education, region, pretax income and investable assets set to ensure a statistically representative sample of the affluent investor universe

Areas of Inquiry

  • Likelihood of inheriting money in the next 10 years
  • The amount of inheritance expected
  • Anticipated actions with inheritance (e.g., invest, save, spend, gift)
  • Types of investment accounts most desired
  • Allocation of assets likely to be invested into each type of account
  • Predisposition toward investing inherited assets with various types of financial institutions, including credit unions, community banks, regional banks, national banks and asset managers
  • Anticipated allocation of inheritance money likely to be invested with each type of financial institution
  • Reasons for preference(s) for type of financial institution
  • Ways financial institutions can attract potential investors who expect to inherit wealth
  • Types of information desired from financial institutions (e.g., general investments, alternative investments, financial and tax planning, estate and legacy planning, philanthropic solution)
  • Current accounts held with each type of financial institution
  • Financial status of family growing up (e.g., wealthy, middle class, poor)
  • Percentage of wealth accumulated from various sources (e.g., earned income, inheritance/family gifts, appreciating investments, passive income, sale of business)
  • Origin of wealth (legacy wealth, head start, self-made)
  • Emotional motivation market segments (emotional investment decision-making motivations)
  • Quarterly themed topics (e.g., emotional motivational market segments, trusts)

Subscription Details

Publishing Semiannually: Middle of the following month after semiannual data collection

Deliverables:

  • Summary report with commentary and strategic implications
  • Consultation with Cogent Syndicated industry experts

Investment: $25,000/semiannual report

Trajectory of Intergenerational Wealth Transfer_Fact Sheet
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