April 3, 2025
noon ET
VENUE:
The $84 Trillion Transfer
History’s greatest wealth transfer is underway – between boomers and millennials.
Learn why the new wealth management is private, personalized, and digital
register here
about the event

An $84 trillion wealth transfer from Boomers to Millennials is set to reshaping the wealth management landscape - and private markets are at its core. 

For wealth advisors, the key to staying ahead lies in understanding the next generation's values and expectations.

Join us to explore why private markets, personalization, and digital tools are becoming essential for wealth management. Gain actionable insights to build trust with next-gen clients and grow your practice.

who it's for
single person ticket
Discounts for founders and early-career professionals are available
Contact us for details
Learn from experts
Speakers to include

Coming soon

Speakers to be announced soon.
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registration
webinar
DATE:
April 3, 2025
noon ET
PRODUCED AND HOSTED BY:
Marc Andrew
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You’ll receive an email confirmation shortly. If you don’t, email: marc@thenextfi.com
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summit information
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