Altrata

In all major regions, individuals with a net worth of $100m+ will account for 40-50% of total transferred wealth. This significant transfer will fuel demand for personalized financial advisory services, while also igniting interest in high-end luxury goods and real estate. It will also lead to a surge in donations and strategic philanthropic partnerships as a result. Gain valuable insights by accessing Altrata's Family Wealth Transfer 2024 report today – http://spr.ly/6047iRhAb

Unlock the power of wealth intelligence. Join us on July 16th at 2:00PM ET for an exclusive webinar with Cloud for Good where we explore the power of data-driven fundraising strategies with Altrata's Wealth Intelligence Solutions. In today’s competitive philanthropic landscape, making informed asks is crucial for maximizing donor engagement and achieving fundraising goals. Register today - https://bit.ly/4bBZQGT

To which industry do wealthy individuals with $100m+ passing wealth devote most of their time? At a global level, banking and finance is the primary focus for the largest share of individuals – twice as common as the next-ranked sectors. Unlock the insights shaping the future of wealth management. Dive into Family Wealth Transfer 2024 to stay ahead of the curve - https://bit.ly/45udwSU

Environment and healthcare gain prominence among future wealth beneficiaries. The next generation inheriting wealth shows a greater interest in environmental and healthcare causes compared to the current wealth holders. Although favorite causes remain similar, such as education, arts, and social welfare, beneficiaries exhibit higher engagement across all top causes – https://bit.ly/45udwSU

The latest Momentum ITSMA Buyer Behavior Study shows a decline in trust towards vendors and advisors.   During a recent panel interview on deepening trust with CxOs Craig Walker (formerly of Salesforce), Eleanor Meek (Dell Technologies), and Christian Weiss (Autodesk) discussed strategies for building trust along with our own Chris Akeson.   One of the biggest take aways: Investing time in building strong relationships and doing your research. This involves thorough preparation for meetings, including researching the executives' business and understanding their current priorities.

Around 37,000 individuals with a net worth in excess of $100m will transfer a collective $13.9 trillion in wealth by 2033. Explore the latest insights from Altrata in our newest report, Family Wealth Transfer 2024, providing in-depth analysis and practical strategies to navigate this transformative wealth landscape – http://spr.ly/6047gYbmS

Higher executive pay leads to riskier decisions, with equity vs. salary playing a key role. Explore how executive compensation impacts corporate risk-taking. Learn more in the latest research from the Corporate Governance Report publication - http://spr.ly/6043gr0WB

More than a quarter of world's wealthy worth $5m+ will pass on their fortunes in the next 10 years, with Gen X as the primary beneficiaries. Much is often made in the media of millennial and Gen Z inheritors but, in fact, most heirs (excluding partners) are currently in their mid-to-late 40s. Gain valuable insights into the profiles and strategies of these ultra wealthy individuals in Altrata's Family Wealth Transfer 2024 report – https://bit.ly/45udwSU

1.2 million people with a net worth of $5 million or more will transition their wealth in the next ten years. The total will amount to $31 trillion. Dive into the latest findings from Altrata in our latest report, Family Wealth Transfer 2024, offering a comprehensive analysis and actionable strategies for navigating this transformative wealth landscape - https://bit.ly/4aYBiaD

California's SB 826 gender quota boosted female board representation from 17% in 2018 to 34% by 2022. This dramatic change also increased women's mid-management roles, top-earning positions, and entry-level recruitment while improving retention rates. Research from Washington University in St. Louis shows gender quotas are making a real improvement on workplace equality – https://bit.ly/3z1oG5h