A Millennial's Candid View of Impact Investing and Advisors
An in-depth view of how a young investor approaches both personal investment and family wealth.
We provide an in-depth look for advisors at the investing needs and intentions of the next generation of wealthy families. Learn what we believe advisors must do to cultivate high-net-worth Millennial clients; explore the asset classes that are most appealing to young investors; and gain perspective on the investing decisions of wealthy young adults. We’ve also developed an interactive experience for advisors that examines the unique perspectives of ultra-high-net-worth (UHNW) Millennials, who come from families with a net worth of at least $35 million.
Detailed insights into how HNW Millennials approach investing and seek to work with advisors.
|Coming of Age The Investment Behaviors of UHNW Millennials Executive Summary||06/19/18|
|Coming of Age The Investment Behaviors of UHNW Millennials in North America||06/19/18|
|Proving Worth—The Values of Affluent Millennials in North America (Executive Summary)||06/28/18|
|Proving Worth—The Values of Affluent Millennials in North America (Full Report)||06/28/18|