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NEXT GEN REPORT HIGHLIGHTS KEY CONSIDERATIONS FOR WEALTH ADVISERS

Estera has published a report collating eight key recommendations for advisers when dealing with the next generation of beneficiaries.

The articles, written from the findings of an industry roundtable chaired by Estera's Global Head of Private Client and Trusts service line, Richard Prosser, brought together senior professionals from the worlds of trusts, law, family office and wealth management.

The report, published here confirms the pivotal role that advisers have to play as well as how they must adapt and move with the times.

These wealth practitioners shared their views on the challenges created by the handover of wealth, the new and evolving demands of younger HNWIs, and what the transition means for advisers and the services they offer. It became clear that planning, education and communication are the themes that dominate this space and that the generational transfer of wealth will be accompanied by a transformation in the provision of wealth management advice.

Estera’s private client business is built on long-term relationships to help clients protect, preserve and grow their wealth. In a fast-changing and sometimes uncertain world Estera’s clients trust them to manage their affairs with skill, absolute discretion and a high attention to detail.

Please contact us to find out how we can help you.

 


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