New eBook Examines Today’s Family Office Landscape
Post-boomer investors are about to inherit a massive amount of assets and savings in what economists call the “great wealth transfer.”
This transfer — valued at $90 trillion — refers to the property, investments and cash Baby Boomers will be leaving to their Gen X, Millennial, Gen Y and Gen Alpha heirs. According to experts, the largesse could make the recipients the wealthiest Americans in history.
Even though legacy financial service organizations have long planned for this transition, and marketed themselves as the ideal custodians to manage this handoff, there is a strong argument to be made that family offices are the best positioned to help oversee the great wealth transfer.
AVESTIX INTELL’s The State of Play for Family Offices, 2025 looks at the forthcoming great wealth transfer and makes the case that agile, forward-thinking family offices — rather than large banks and investment companies — are the ideal partners to work with post-Boomer investors to manage their inflow of funds and assets.
The State of Play for Family Offices, 2025 provides readers with:
Insights into the coming great wealth transfer
An overview of the current family office landscape
Insights into what post-Boomer investors want in their investment partners
Steps family offices can take to stand out in the industry
Because AVESTIX INTELL is committed to helping both investors and family offices succeed, we’re offering complimentary copies of the eBook to accredited investors and financial advisors.
