Millennial Investors Determined to Make an Impact

Millennials have surpassed the Baby Boomers as the nation’s largest demographic segment. And with more than $30 trillion passing to them through inheritance over the next 30 years, Millennial investors are determined to make an impact and use their wealth to reshape not just markets, but the world. Given that only 28% of ultra-high-net-worth Millennials learned about investing from their families, there are also opportunities for engagement and financial education as the Millennial investors and their parents navigate the next 30 years of wealth transfer and the many decisions to be made about investing family wealth.