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
Director
Bio →
Asher Cheses
Director
Asher is a Director in the Wealth Management practice, specializing in research and consulting related to high-net-worth investors and advisory firms, including multi-family offices, RIAs, broker/dealers, private banks, and trust companies. As the co-head of Cerulli’s Wealth Management practice, Asher leads a team of analysts dedicated to developing data and insights to support Cerulli’s published research and consulting business. In his role, Asher is also responsible for leading various strategic consulting engagements, focusing on key areas including growth strategies, practice management, service expansion, M&A due diligence, product development, and distribution strategies.
Full biography here.
Chayce Horton
Associate Director
Bio →
Chayce Horton
Associate Director
Chayce is an Associate Director in the Wealth Management practice and is the lead author of the annual High-Net-Worth and Ultra-High-Net-Worth Markets report. He also helps lead the annual Private Banks and Bank Trust Companies report as well as the quarterly Cerulli Advisor Edge. Chayce specializes in research and consulting related to high-net-worth investors and advisory firms, including multi-family offices, RIAs, broker/dealers, private banks, and trust companies, as well as the asset management providers that serve these investors and intermediaries.
Prior to joining Cerulli, Chayce worked in enterprise data governance, geopolitical research, and commercial 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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