{"id":1319,"date":"2021-02-03T13:06:34","date_gmt":"2021-02-03T13:06:34","guid":{"rendered":"https:\/\/www.tenlifestylegroup.com\/?p=1319"},"modified":"2024-05-24T09:34:07","modified_gmt":"2024-05-24T09:34:07","slug":"how-lifestyle-services-can-engage-the-nextgen-and-retain-assets-under-management","status":"publish","type":"post","link":"https:\/\/tenlifestylegroup.com\/2021\/02\/03\/how-lifestyle-services-can-engage-the-nextgen-and-retain-assets-under-management\/","title":{"rendered":"The Great Wealth Transfer: How Lifestyle Services Can Engage the NextGen and Retain AuM"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1319\" class=\"elementor elementor-1319\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a060f80 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a060f80\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-44bb6d3\" data-id=\"44bb6d3\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-896dfad elementor-widget elementor-widget-text-editor\" data-id=\"896dfad\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>During the next decade, some of the wealthiest individuals in the world will trigger the largest transition of wealth in history, transferring more than $15 trillion to the Next Generation (NextGen). In most cases, this wealth transfer leads to the recipients \u2013 the spouse and heirs \u2013 switching to a new financial advisor.<\/p>\n<p>Private banks and wealth managers wishing to retain and attract AuM during the Great Wealth Transfer must act now by establishing a relationship with the NextGen.<\/p>\n<p>Discover how leading wealth managers use lifestyle services as a Customer Experience (CX) solution to differentiate their NextGen strategies and secure AuM through &#8220;The Great Wealth Transfer&#8221;.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-58278b1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"58278b1\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c6b4929\" data-id=\"c6b4929\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ca58a4a elementor-align-left elementor-mobile-align-justify elementor-widget elementor-widget-button\" data-id=\"ca58a4a\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/tenlifestylegroup.com\/wp-content\/uploads\/2024\/05\/NextGen.-How-Lifestyle-Services-Retain-AuM-During-The-Great-Wealth-Transfer-Q1-2021.pdf\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read the full case study<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>&#8220;Banks have been scrabbling with NextGen programs for the last decade&#8230; the concierge point is a powerful one&#8221; &#8211; A Senior Private Banker, A Global Private Bank<\/p>\n","protected":false},"author":5,"featured_media":1780,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[24],"tags":[],"class_list":["post-1319","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-study"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - 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