Family wealth and the Great Wealth Transfer

Generational insight for advisers navigating long-term wealth transitions

The largest transfer of private wealth in modern history is underway.

Over the next two decades, trillions will move between generations; reshaping family dynamics, client expectations, and the role of the adviser.

At AllRelative we work with wealth managers, IFAs and private banks supporting families as wealth moves across generations. Our work spans both mass-affluent advice and UHNW family wealth, and while the underlying dynamics are often similar, naturally the context, scale and delivery are of course very different.

Past Projects

  • Schroders

    (a qualitative report on the Great Gender Wealth Transfer examining wealth, inheritance and widowhood)

  • Aviva Wealth

    (a webinar series and tailored data on the Great Wealth Transfer)

  • BNY Mellon

    (Retirement: a generational journey a series of films looking at different generations attitude towards retirement)

  • Pictet

    (a series of global events involving both their relationship managers and clients decoding generational differences on wealth)

What this work includes

We work with wealth management firms, private banks, IFAs, workplace providers and family offices managing multi-generational client relationships.

Our work is designed to move beyond commentary and into practical relevance, we help advisers understand where the pressure points now are and what that means in practice for advice, workplace provision and family wealth conversations.

Depending on your objectives, this can include:

  • Insight briefings and structured learning for adviser teams

  • Research-led thought leadership programmes for client engagement

  • Bespoke webinar or event series translating generational shifts into actionable themes

  • Executive sessions for relationship managers and senior leadership

  • Support for firms thinking about succession, continuity and relationship handover

  • Discreet intergenerational sessions in UHNW contexts, shaped around values, governance and stewardship

  • Work focused on emerging generations, including early strategic thinking around Gen Alpha

All work is grounded in behavioural insight, generational data analysis, and practical application designed to strengthen long-term client trust and engagement.

Contact

If you want to explore how this work could support your organisation or client base, please get in touch for more information.