Following the success of U.S. Family Wealth reports in 2008, 2009 and 2010 Campden Research published the first piece of research focused exclusively on the next generation in April 2012.

The research aims to support the decision-making process of families of substantial wealth in wealth management, adviser relationships and succession planning. It also provides valuable guidance for the financial services community seeking to understand the needs of and how to best serve the ultra-high net worth community.

Contents include:

• Characteristics of ultra affluent families and next generation family members
• Perspectives of wealth creators and subsequent generations on wealth
• Strategies ultra affluent families are using to manage and transfer wealth
• Expectations regarding wealth transfer and beneficiaries
• How attitudes towards wealth affect investment and allocation strategies
• Adviser selection and experiences
• Asset allocation, estate and tax relationships

Campden Research reports are available on a complimentary basis to all qualifying family principals and family office executives who complete a request form.  Campden Research reports are available for purchase to all other individuals.

To obtain your copy of the Next Generation Wealth Research 2012 download and return the booking form on the right of this page, purchase the report online at the bottom of this page or email sarah-jaynegardner@campden.com for further information.

Editor

Mindy Rosenthal

Mindy F. Rosenthal is the managing director, North America, for Campden Media.  Ms. Rosenthal specializes in the governance and wealth management needs of ultra-high-net-worth individuals and families with a focus on alternative investments and holistic family office services. She was previously the conference editorial director at MARHedge and an executive editor at Institutional Investor. Ms. Rosenthal has created and run numerous conferences and newsletters, including those covering the family business, private wealth and hedge fund markets.  She is the author of several Campden Research reports in North America.  Ms. Rosenthal has written numerous white papers and articles covering wealth management issues of the affluent and has spoken and presented research at a number of events, most recently the Rollins College MBA Center for Advanced Entrepreneurship’s Next Generation Family Enterprise Leadership Forum and the American Bankers’ Association Wealth Management and Trust Conference 2010.

Partner      

Morgan Stanley Private Wealth Management

Related conferences

Follow the links below for Campden Conferences, independently facilitated peer-to-peer exchanges for the global community of families and family offices, fostering in-depth learning and collaboration around the challenges of wealth management.

The Americas Families in Business Conference

The North American Family Office Conference

Related magazine articles

Follow the links below for Campden FB and Campden FO magazines’ exclusive commentary, covering issues of strategic importance in private wealth management.

Campden FB

Campden FO

To request a Campden Research report order form

Call +44 (0)20 7214 0509 or email sarah-jaynegardner@campden.com

To purchase this Campden Research report online

Hard copy £1,995.00

Pdf £2,495.00