{"id":45842,"date":"2015-01-14T07:48:37","date_gmt":"2015-01-14T12:48:37","guid":{"rendered":"http:\/\/www.hedgeco.net\/news\/?p=45842"},"modified":"2015-01-14T07:54:24","modified_gmt":"2015-01-14T12:54:24","slug":"investment-advisors-5-trillion-in-liquid-assets-to-change-hands","status":"publish","type":"post","link":"https:\/\/hedgeco.net\/news\/01\/2015\/investment-advisors-5-trillion-in-liquid-assets-to-change-hands.html","title":{"rendered":"Investment Advisors: $5 Trillion In Liquid Assets To Change Hands"},"content":{"rendered":"<p><a href=\"http:\/\/www.hedgeco.net\/news\/wp-content\/uploads\/2015\/01\/inheritance2.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright  wp-image-45844\" src=\"http:\/\/www.hedgeco.net\/news\/wp-content\/uploads\/2015\/01\/inheritance2.jpg\" alt=\"gavel testament document and bags with dollar sign\" width=\"353\" height=\"234\" srcset=\"https:\/\/hedgeco.net\/news\/wp-content\/uploads\/2015\/01\/inheritance2.jpg 425w, https:\/\/hedgeco.net\/news\/wp-content\/uploads\/2015\/01\/inheritance2-300x199.jpg 300w\" sizes=\"auto, (max-width: 353px) 100vw, 353px\" \/><\/a>New York (HedgeCo.Net) &#8211; At least $16 trillion of global ultra high net worth (UHNW) wealth will be transferred to the next generation over the next 30 years, according to the Wealth-X and NFP Family Wealth Transfers Report. This will be the largest wealth transfer in history, creating a new crop of ultra wealthy individuals.<\/p>\n<p>Highlighting the need for hedge fund and private equity advisors, Bryan Schick, President of NFP International, said, &#8220;Expert guidance from qualified global advisors will be paramount in assisting the ultra high net worth in navigating complex planning challenges and executing an efficient transfer of wealth and values.&#8221;<\/p>\n<p>Private holdings form the largest component of the net worth of UHNW individuals set to transfer their wealth, with $6 trillion of UHNW wealth currently held in private companies.<\/p>\n<p><strong>Other key highlights from the report:<\/strong><\/p>\n<ul>\n<li>The majority of those passing on their wealth are self-made individuals.<\/li>\n<li>The United States will see the greatest amount of wealth transfers, with $6 trillion set to change hands in the next 30 years \u2014 amounting to nearly 40 percent of the global total.<\/li>\n<li>Forty-three percent of Asia&#8217;s UHNW wealth ($3 trillion) will be transferred.<\/li>\n<li>Nearly $5 trillion in liquid assets will change hands.<\/li>\n<li>Philanthropic bequests will also form part of this upcoming wealth transfer, with $300 billion in charitable donations expected.<\/li>\n<li>Wealth rises with age, and UHNW individuals who are 80 years old or above are on average five times wealthier than those under 40.<\/li>\n<\/ul>\n<p>&#8220;The Wealth-X and NFP Family Wealth Transfers Report highlights what will be the largest wealth transfer in history from one generation to the next.&#8221;\u00a0Wealth-X President David Friedman commented, &#8220;Expert commentary from NFP on how to leverage structures like life insurance to optimize such transfers complements Wealth-X&#8217;s global intelligence on the world&#8217;s UHNW population, most of which is privately held, producing a study that is unique, valuable and essential to those who would like to understand and engage this momentous transfer of ultra affluent wealth.&#8221;<\/p>\n<p>The full report can be accessed <a href=\"http:\/\/www.wealthx.com\/wp-content\/uploads\/2015\/01\/WealthX_NFP_FamilyWealthTransfersReport-2014.pdf\" target=\"_blank\">here<\/a>\u00a0(pdf).<\/p>\n<p>Alex Akesson<br \/>\nEditor for\u00a0<a title=\"hedge funds\" href=\"http:\/\/www.hedgeco.net\/\">HedgeCo.net<\/a><br \/>\n<a href=\"mailto:alex@hedgeco.net\">alex@hedgeco.net<\/a><br \/>\n<a title=\"hedge fund\" href=\"http:\/\/www.hedgeco.net\/\">HedgeCo.Net<\/a>\u00a0is a premier\u00a0<a title=\"hedge fund database\" href=\"http:\/\/www.hedgeco.net\/\">hedge fund database<\/a>\u00a0and community for qualified and accredited investors only. Membership in<a title=\"hedge fund\" href=\"http:\/\/www.hedgeco.net\/\">HedgeCo.net<\/a>\u00a0is FREE and EASY. We also offer FREE LISTINGS for\u00a0<a title=\"hedge fund\" href=\"http:\/\/www.hedgeco.net\/\">Hedge Funds<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New York (HedgeCo.Net) &#8211; At least $16 trillion of global ultra high net worth (UHNW) wealth will be transferred to the next generation over the next 30 years, according to the Wealth-X and NFP Family Wealth Transfers Report. This will [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16044,919,3],"tags":[],"class_list":["post-45842","post","type-post","status-publish","format-standard","hentry","category-hedge-fund-strategies-2","category-hedge-fund-research","category-hedgeco-news"],"_links":{"self":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/45842","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/comments?post=45842"}],"version-history":[{"count":4,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/45842\/revisions"}],"predecessor-version":[{"id":45847,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/45842\/revisions\/45847"}],"wp:attachment":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/media?parent=45842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/categories?post=45842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/tags?post=45842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}