Our survey of wealth inheritors
In 2022, Nuveen set out to uncover any differences in goals, attitudes and behaviors of wealth inheritors relative to wealth builders:
- Wealth inheritors: Investors with a current or projected net worth of $1 million or more where at least 10% of net worth came from or is projected to come from an inheritance.
- Wealth builders: Investors with a current or projected net worth of $1 million or more who did not and are not projected to receive a significant inheritance.
We surveyed more than 500 investors to understand how their preferences may influence advisors’ value propositions.
About Generation n
Advisors are continuously challenged with building new business while they nurture their existing relationships. The great news for advisors is that they don’t have to look far, nor hard, to find new clients.
All advisors are seeking to build new business while they nurture their existing clients. The great news for advisors who are looking to acquire new clients is that they don’t have to look far, nor hard, to find them.
By understanding what these new clients want – and intentionally incorporating a multi-generational approach into their business model - advisors can establish a powerful new client pipeline and capture their share of the $80 trillion asset opportunity.
Nuveen’s Generation n program offers insight into what new clients want from their advisor relationships, along with practical strategies for effectively attracting, cultivating and retaining clients across generations.
In addition, we help you identify and amplify key areas in your advisory model that will allow you to maximize opportunities now and position your practice for what’s next.
A new generation of clients awaits