Is It Time To Court The Millennials? Yes... and No.

We believe that while the Great Wealth Transfer is widely discussed, it is too often misunderstood.

While Millennials will ultimately inherit the most wealth over time, Generation X is positioned to capture the largest share of inherited assets over the next decade. Firms that align strategy, service models, and technology with this reality will be best positioned to capture near-term flows while building durable relationships with the next generation of clients.

Here are the topics we cover:

• The true timing of the Great Wealth Transfer

• Why “next generation” clients are not who most firms think

• How demographic math reshapes inheritance expectations

• Why Generation X matters most over the next 5 to 10 years

• Why Millennials are still the most contested generation

• The cost of waiting too long to build Millennial relationships

• How scalable systems enable early engagement without over-servicing

• What it means to design for Gen X now and Millennials later

Read our full report here:

Is It Time to Court the Millennials.pdf

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