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 third wave in the Trajectory of Intergenerational Wealth Transfer series explores how affluent inheritors plan to manage their inheritances, focusing on who they will retain for advice, and why. The report examines what proportion of inheritors will remain with their grantor’s asset manager, the influence of brand and advisor relationships, and how different segments’ investment goals and preferences shape retention and outreach opportunities for asset managers.
The first wave of this series uncovers investors’ most favorable types of financial institutions and what motivates their investment decision-making choices. The second wave identifies and sizes estate planning opportunity segments among affluent investors.
The report will enable subscribers to:
Identify Risks
Measure likelihood of inheritors keeping the grantor’s advisor and financial institutions
Develop Strategies
Understand inheritors’ preferred professional help and services for wealth transfer
Increase Profitability
Interpret underlying motivations for inheritors’ behavior and adjust accordingly
Market: Size of opportunity for asset managers to strengthen their estate planning offering
Message: Key behavior and service messages that will resonate the most with each opportunity/impact segment
Motivations: Understand key motivations behind each impact/opportunity segment
Media: How best to reach each estate planning opportunity segment
Publishing Semiannually: February 2026
Deliverables:
