1、The Next Generation of Wealth Holders in the United States20222The Next Generation of Wealth Holders in the United States 2022Contents083768194709386920481126553262Chapter 1The next generation of ultra-high net worth families 1.1 Introduction1.2 The DNA of Next Gens in the United StatesChapter 3Work

2、ing for the family enterprise 3.1 Working for the family enterpriseChapter 5Wealth management and external advice5.1 Wealth management and external adviceChapter 2Wealth,succession,and the family 2.1 Facts and views on the inheritance2.2 Succession planning2.3 Family communication and conflict resol

3、utionChapter 4Philanthropy,sustainability and the state of the digital asset market4.1 Philanthropy4.2 Sustainable investing4.3 Investing in digital assets/new tech05Foreword06Executive summary35Case study On formality,inclusivity and how to be comfortable with your wealth45Case study How a trio of

4、third generation siblings created a family business legacy75Key takeaways77List of Figures81Campden Wealth Limited Disclaimer82BNY Mellon Wealth Management Disclosure79About the Creators80Acknowledgments66Case study On the power(and limits)of being an in-law|Olympic National Park,Washington,USA3The

5、Next Generation of Wealth Holders in the United States 2022Foreword|The Wilson Arch,Utah,USAThe Next Generation of Wealth Holders in the United States 20224We are pleased to share this unique research on what it means to be a next generation family member in the United States.The“next generation”can

6、 mean different things to different people.In this report,we gathered insights from ultra-high net worth family members,all of whom have or will assume control of the family wealth and/or the family business/family office.The profile of these Next Gens is largely shaped by a cosmopolitan worldview.T