This study examines the behaviours and attitudes of Millennials in North America who are wealth creators or the next generation of UHNW families. All respondents were born between 1980 and 1995 and come from families with net worth of >$35 million. The investigation probes three main areas of interest: investment decision-making, values-based practices, and attitudes towards advisors.
Read an executive summary here
If you are interested in viewing an in-depth webcast of the findings of this report, please click here.
The webcast features Ned Dane, Head of Private Client, Trust and Family Office Group at OppenheimerFunds, and Dominic Samuelson, Chief Executive Officer of Campden Wealth.