Qualitative and quantitative analysis and industry findings from leading sources.
Key Findings
74% Values and Life lessons
47% Instructions and wishes
43% Personal possessions of emotional value
32% Financial assets or real estate

Boston College researchers estimate that $41 trillion in assets will be transferred over the next 30 years*.

Clients are looking for leadership and support when it comes to defining, communicating and executing on their objectives for the next generation.

When asked what is most important to pass on to future generations, the top priorities are values and life lessons - more than twice as important as money and financial assets*.

50% increase in
retention and loyalty
Adult children of 'engaged clients' are also over 50% more likely to work with their parent's advisor, increasing the likelihood of retaining clients and assets.

1 John Havens and Paul Schervish, Center of Wealth and Philanthropy at Boston College

2 Americans' Perspectives on New Retirement Realities and the Longevity Bonus, 2013 - Merrill Lynch

3 30-in-30 Report by Pershing, a BNY Mellon company

"Taking a more holistic approach to client relationships, such as engaging on emotional and practical issues, and moving them from 'content' to 'actively engaged' can have a demonstrable impact on trust, loyalty and profitability."
- Advisor Impact's Economics of Loyalty 2008 study of financial advisors
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