A move to purpose
Purpose-driven wealth is also on a steady rise. With nearly two-thirds of next generation heirs expected to take over within the next 10-15 years, the future of how wealth is managed is becoming increasingly intertwined with purpose.
More than one-third of family offices already invest in impact investing, and 39% expect that the next generation will increase their allocations to impact and / or environmental, social and governance (ESG) investing.
