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).
This is the second wave of our semiannual report which identifies and sizes estate planning opportunity segments among affluent investors, prioritizing their value for marketing by net worth, expected inheritance, and age. It explores key investment motivations, reveals which messages and services resonate most, and highlights top pain points in managing and disbursing assets via wills or trusts.
The first wave uncovers 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.
The report will enable subscribers to:
Identify Opportunities
Know the size and profiles of the estate planning opportunity segments
Motivate Clients
Develop motivating messages to attract and retain estate planning clients
Target Market
Reach key opportunity segments through the media they attend to most often
Market: Size of opportunity for asset managers to strengthen their estate planning offering
Motivations: Behavioral science motivations for investment decision-making
Messages: Key message themes that will resonate the most with each estate planning segment
Media: How best to reach each estate planning opportunity segment
Publishing Semiannually: Middle of the following month after semiannual data collection
Deliverables:
