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- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
Wealthy families globally prioritize intergenerational wealth transfer and succession planning, driven by a desire to preserve family legacies and navigate complex global dynamics.
Intergenerational Wealth Transfer- Navigating Global Uncertainty
- Family Businesses
- Financial Services
- Wealth Management
- Business & Commerce
- Finance & Money
Wealthy families globally prioritize intergenerational wealth transfer and succession planning, driven by a desire to preserve family legacies and navigate complex global dynamics.
Julius Bar: Family barometer 2024Intergenerational Wealth Transfer
Wealthy families globally prioritize intergenerational wealth transfer and succession planning, driven by a desire to preserve family legacies and navigate complex global dynamics.
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Short Trend Summary
Wealthy families are increasingly concerned about taxation and political stability, seeking safe havens and adapting their wealth management strategies accordingly.
Taxation and Political Stability- Navigating Global Uncertainty
- Global Mobility
- Investment strategies
- Wealth Management
- Business & Commerce
- Finance & Money
- Government & Politics
Wealthy families are increasingly concerned about taxation and political stability, seeking safe havens and adapting their wealth management strategies accordingly.
Julius Bar: Family barometer 2024Taxation and Political Stability
Wealthy families are increasingly concerned about taxation and political stability, seeking safe havens and adapting their wealth management strategies accordingly. 
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Short Trend Summary
While families value aligned values, there's a need for greater transparency and knowledge transfer in wealth management discussions to mitigate conflict and empower the next generation.
Knowledge Transfer and Transparency- Authenticity and Transparency Reign Supreme
- Values-Driven Consumption
- Family Dynamics
- Succession Planning
- Wealth Management
- Family
- Finance & Money
While families value aligned values, there's a need for greater transparency and knowledge transfer in wealth management discussions to mitigate conflict and empower the next generation.
Julius Bar: Family barometer 2024Knowledge Transfer and Transparency
While families value aligned values, there's a need for greater transparency and knowledge transfer in wealth management discussions to mitigate conflict and empower the next… 
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Short Trend Summary
Wealthy families are increasingly outsourcing investment management to banks and other institutions, seeking professional expertise and structured governance.
Outsourced Investment Management- Navigating Global Uncertainty
- Banking Services
- Family Offices
- Investment Management
- Business & Commerce
- Finance & Money
Wealthy families are increasingly outsourcing investment management to banks and other institutions, seeking professional expertise and structured governance.
Julius Bar: Family barometer 2024Outsourced Investment Management
Wealthy families are increasingly outsourcing investment management to banks and other institutions, seeking professional expertise and structured governance. 