UBS has spent more than two decades turning next-generation engagement from a side initiative into a core discipline, building the most complete global ecosystem for inheriting wealth owners in private banking. As trillions of dollars change hands over the coming decades, that investment is paying off in deeper relationships, stronger succession outcomes and higher share of wallet from the world’s largest families.
The strategic backdrop is stark. UBS’s Global Wealth Report estimates that $84 trillion in wealth globally will transfer over the next 20 to 25 years – and that more than 70% of heirs intend to change advisers when they inherit.
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