Cerulli Associates

$7.8 Trillion U.S. High-Net-Worth at Risk

Date:

$7.8 Trillion U.S. High-Net-Worth at Risk
Foto: mulan . 7.800 millones de dólares de grandes patrimonios a riesgo

Author: Fórmate a Fondo

  1. High-net-worth (HNW) households control close to 35% of all investable assets in the U.S. marketplace
  2. Advisor relationships with younger generations of the family are a large concern
  3. 67% of HNW households are led by investors age 60 or older
  4. "We believe that wirehouses and private banks will adapt, while registered investment advisors and multi-family offices stand to capitalize"