Adapt or lose them: Why the next generation will leave family offices that don’t evolve
A strategic guide for SFOs to lead the Millennial wealth shift before it’s too late. Millennials are stepping into leadership roles, and their expectations for wealth management are nothing like their parents’. Learn how to meet – and exceed – their demands before they take their wealth elsewhere.
The wealth shift has already begun
Over the next two decades, $68 trillion will transfer to Millennials and Gen Z. They are digital-first, transparency-driven, and focused on purpose, and they expect their family office to be the same.
If you’re still running on spreadsheets, quarterly reports, and outdated processes, you’re already behind.
Free guide
Join the other readers of our monthly newsletter, and get access to our new guide.
In this free guide, you’ll discover:
- The top 5 risks family offices face when they wait to adapt.
- How to transform from reactive to proactive in the face of generational change.
- The Next-Gen Readiness Checklist: 12 essential capabilities to keep Millennials engaged.
- A proven 90-day transformation story from spreadsheet chaos to seamless digital experience.
This isn’t just about technology, but about trust, influence, and securing your family office’s role for decades to come.
The offices that lead will thrive. The ones that wait will be left behind.
Why leading SFOs choose Aleta
Mobile-first access designed for all generations.
Fully integrated alternative asset tracking.
Clean design and zero learning curve.
Secure, compliant, and future-proof.
A next-generation wealth platform for progressive wealth owners
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