As the largest generational wealth transfer in history unfolds – with an estimated $84.4 trillion poised to shift hands by 2045 – Goldman Sachs has positioned itself as a critical architect of intergenerational continuity.
Goldman Sachs Wealth Management's succession planning strategy, refined through 150 years of institutional expertise and a global network managing $1.6 trillion in wealth management client assets (consisting of assets under supervision, brokerage assets and Marcus deposits), prioritises not just wealth preservation but the alignment of legacy with evolving values.
Central to its differentiation is an industry-leading client-to-adviser ratio, significantly lower than market standards, that enables relationship managers to provide exceptional attention to ultra-wealthy families. This facilitates lifecycle partnerships that address needs spanning tax-efficient estate structuring, philanthropic governance and next-gen education.
The firm harmonises global expertise with regional nuance, deploying wealth professionals to navigate complex cross-jurisdictional challenges.