1、Thought leadershipFamily Wealth Transfer 2024 Delinian Limited and its affiliated companies.May 2024.This publication is for your information only and is not intended as an offer,or a solicitation of an offer,to buy or sell any product or other specific service.All information and opinions indicated

2、 are subject to change without notice.Brian Alster Chief Executive Officer Manuel Bianchi Senior Vice President and Global Head of SalesAmanda Cifone Senior Marketing DirectorLead authors Maya Imberg Senior Director,Head of Thought Leadership and AnalyticsMaeen Shaban Director of Research and Analyt

3、icsDesignStephanie Warburton Director of Visual CommunicationsDawn Lastre Visual Communications SpecialistFamily Wealth Transfer 2024ContributorsDArcy Fellona Client Success Manager,Financial Services and Luxury Emmanuella Modilim Vice President,Global Head of Client SuccessEden Willis Senior Direct

4、or,Head of Financial ServicesContentsAltrata|Family Wealth Transfer 202401 Executive summary 102 Introduction 203 An increasing focus on wealth transfer 304 The great handover during the next decade 505 Signs of the times 1006 Profiling the next decades ultra wealthy donors 1307 Methodology 2008 Abo

5、ut Altrata 21Executive summarySome 1.2 million individuals worth more than$5m are expected to pass on collective wealth of almost$31trn over the next 10 years.This sum is greater than the GDP of the US and is more than 10 times the market capitalization of technology giant Microsoft.01Individuals wi

6、th a net worth of more than$100m will account for almost half of the$31trn being passed on.The value of wealth being transferred will vary enormously across the different wealth tiers.The very high net worth(VHNW)individuals with fortunes of between$5m and$30 will account for 87%of all the people tr