Wealth and Asset Management
Next-Gen Advisors Say They Are Ready (Predecessors Not So Sure)
Next-generation of ultra-high-net-worth investors may feel confident about taking over their family office business, but most of their predecessors don’t feel the same way. About 85% of respondents to a survey from BNY Mellon Wealth Management and Campden Wealth said they feel “somewhat or very prepared” for succession in their…
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