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Webinar Recording

The U.S. High-Net-Worth Marketplace: Shifting Wealth Dynamics and Service Models

June 2, 2022

$84.4 trillion in wealth will be transferred through 2045, with $72.6 trillion in assets passed to heirs and $11.9 trillion donated to charities. As trillions of dollars are set to be in motion on an annual basis, firms in all corners of the industry must formulate a strategic approach to provide value surrounding multigenerational shifts in wealth.

Join Cerulli Associates for our views on how wealth and asset managers can strategically align their business models to capture and grow multigenerational wealth.

Presented by:

Asher Cheses

Asher Cheses

Associate Director

Bio →

Asher Cheses

Asher Cheses

Associate Director

Asher is a member of Cerulli’s Wealth Management practice, specializing in trends that impact high-end advisory firms and high-net-worth investors. In his role, Asher is responsible for leading various strategic consulting engagements within the wealth management practice, focusing on multi-family offices, RIAs, private banks, and trust companies.

Prior to joining Cerulli, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.

Full biography here.

Chayce Horton

Chayce Horton

Research Analyst

Bio →

Chayce Horton

Chayce Horton

Research Analyst

Chayce is a member of the Wealth Management team at Cerulli and contributes primarily to the U.S. Private Banks and Trust Companies and U.S. High-Net-Worth and Ultra-High-Net-Worth Markets annual reports. His analysis covers the wealth and asset management industries that serve high-net-worth (HNW) investors and families. Chayce also provides analyst support to strategic consulting projects in the wealth management space and contributes to The Cerulli Edge series.

Previously, Chayce has experience working in enterprise data governance, government affairs, and business banking at multiple global financial institutions.

Full biography here.

This 45-minute roundtable discussion will address:

  • High-net-worth market sizing and key demographic trends
  • The role of technology, estate planning, and wealth structuring tactics within high-net-worth and ultra-high-net-worth (HNW/UHNW) segments
  • Best practices and service models for private banks, multi-family offices, and RIAs that work with multigenerational clients
  • The rise of environmental, social, and governance (ESG) investing and growing demand for portfolio customization among HNW investors

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You May Also be Interested in:

  • Annual report
  • The Cerulli Edge
  • Cerulli Lodestar

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