2019年家庭财富转移报告.pdfVIP

APPLIED WEALTH INTELLIGENCE A GENERATIONAL SHIFT: FAMILY WEALTH TRANSFER REPORT 2019 A GENERATIONAL SHIFT: FAMILY WEALTH TRANSFER REPORT 2019 RICHARD GREEN CHIEF EXECUTIVE OFFICER MANUEL BIANCHI MANAGING DIRECTOR AND GLOBAL HEAD OF BUSINESS DEVELOPMENT MICHAEL PHILLIPS VICE PRESIDENT, MARKETING AND COMMUNICATIONS LEAD AUTHORS MAYA IMBERG DIRECTOR, THOUGHT LEADERSHIP AND DATA ANALYTICS MAEEN SHABAN DIRECTOR, RESEARCH AND DATA ANALYTICS STEPHANIE WARBURTON SENIOR GRAPHIC DESIGNER TABLE OF CONTENTS Key Findings 1 Introduction 2 A Snapshot of the Wealthy Around the World 3 The Importance of Wealth Transfer – a Growing Awareness 5 The Size of the Pie: Wealth Transfer to 2030 8 The Complexities of Wealth Transfer 15 A Changing World 20 The Next Generation 23 Best Practice: Ensuring the Wealthy and Your Organization are Prepared 26 Methodology 27 About Wealth-X 27 ACKNOWLEDGMENTS We would like to thank the following individuals (listed alphabetically) for their valuable contributions to our research, adding both texture and deeper insight: Vladimir Barbieri | Partner, BanyanGlobal Family Business Advisors Rolf Bauer | Head of Family Solutions, Switzerland, Credit Suisse Kristin Bulat | Senior Vice-President of Strategic Resources, NFP Tim Denton | Vice President, Head of Trust and Wealth Structuring, Emirates NBD Scott Hasley | Managing Director, Head of US/Canada Family Office Business, BlackRock Russell Hunter | Head of Middle East & UK, Schroder & Co Banque SA Felicia Law | Head of Wealth Advisory Group, North Asia, J.P. Morgan Private Bank Kirby Rosplock | Researcher, Advisor, Author and Speaker, Tamarind Partners