RELEASED: 2025 Generational Wealth Transfer Study
The Generational Wealth Transfer Study gathers meaningful insights from both those who plan to bequest their wealth to their children and advisors who work with such individuals.
The study encompasses two online surveys: one with benefactors/parents and one with financial professionals.
Key topics include:
- How benefactors/parents are planning for wealth transfer and key concerns
- Parents’ relationship and communication of plans with children
- If parents have an advisor, willingness to introduce them to their children
- Advisor strategies and products used for wealth transfer
- Value in advisors establishing relationships with children, and how they do so
- What pitfalls exist and where advisors can improve or learn more
Interested in the Generational Wealth Transfer Study?
Complete the form to learn more about becoming a sponsor for this study.
Additional Resources
2025 Generational Wealth Transfer Press Release
Survey: Transferring Generational Wealth Presents Unique Opportunities – and Challenges – for Financial Advisors
2025 Generational Wealth Transfer Information
Topics for study and sponsorship information for the 2025 Generational Wealth Transfer Study.
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