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Family Wealth

Proving Worth – The Values of Affluent Millennials in North America
This report examines the attitudes of UHNW millennials towards their investments and advisors, as the nature of their decision-making.

A Roadmap for Generational Wealth in Asia: Asian Philanthropy: An Evolving Landscape
The report provides insight into the challenges Asian family business leaders face when Doing Good in their communities. Both in giving through philanthropy and engaging in impact investing, the report looks at these UHNW purpose, strategy and future of Doing Good.

A ROADMAP FOR GENERATIONAL WEALTH IN ASIA: MENTORSHIP
The report provides insight into the challenges Asian family business leaders face in charting their business and family legacies, while navigating the difficult terrain of wealth planning and succession by the next generation.

A Roadmap for Generational Wealth in Asia: Reputation
The research examines in detail the nature of intergenerational wealth transfer, looking at the role reputation management plays in maintaining business success.

The Next Generation Wealth Report 2014
This report examines in detail the preferences, needs and challenges faced by the new inheritors as they step into roles as stewards and wealth creators and re-creators.

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