Next Gen and the Wealth Transfer
Is your firm ready for this opportunity?

98% Of New Wealth Inheritors Change Advisors

2004 Babyboomers = $26 Trillion
2018  Gen X/Gen Y = $28 Trillion

UHNW/HNW NextGen Are 3X More Likely
To Be Influenced By Digital Content

What’s your UHNW/HNW Marketing Plan?

Create A Winning Plan With The Rudin Group