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Advisor education

Generation n: Winning the client acquisition opportunity

Assess your preparedness

Learn about the program Explore the research Contact us

Are you prepared to capture wealth transfer assets?
Source: Nuveen Wealth Inheritor Study, 2022.

As $80 trillion changes hands, financial advisors who are prepared can turn the coming Great Wealth Transfer into a tremendous opportunity¹

Client populations are maturing, withdrawals are increasing accordingly
Wealth inheritors want to work with advisors but have different needs and priorities than their parents
Simple actions can help you capture and retain wealth transfer assets

To learn more about Generation n, please contact your Nuveen Advisor Consultant.

Featured advisor education insights

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Advisor Education

Are you ready to capture wealth transfer assets?

Take a simple assessment to gauge how you stack up in three key areas and receive actionable insights for preparing your practice to serve your next generation of high-net-worth clients.

Generation n overview
Learn how this program drives client conversations.

Working with wealth inheritors advisor guide
Nuveen surveyed more than 500 investors — focusing on those who anticipate inheriting wealth — to better understand how advisors can engage and serve them.

Events to engage the next generation advisor guide
A practical guide for planning events to initiate and strengthen relationships with your clients' children.

Target future wealth for future growth paper
To capture and cultivate the high-net-worth clients of tomorrow, advisors need to expand their base to include younger investors.

Additional advisor education resources

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Advisor Education The next generation of wealth transfer

Provide clients with a personalized wealth transfer action plan at a scale that’s manageable.

Advisor Education A multi-year approach to tax-efficient wealth planning

Offer clients valuable tax guidance and advice.

Advisor Education Building a better practice

Align the services you offer with the priorities of your clients and prospects.

View all

Sources

¹ Cerulli Report US High Net Worth, 2021.

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PRODUCTS

TOOLS

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Perspectives

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Connect

Generation n: Winning the client acquisition opportunity

As $80 trillion changes hands, financial advisors who are prepared can turn the coming Great Wealth Transfer into a tremendous opportunity¹

Featured advisor education insights

Are you ready to capture wealth transfer assets?

Generation n overview
Learn how this program drives client conversations.

Working with wealth inheritors advisor guide
Nuveen surveyed more than 500 investors — focusing on those who anticipate inheriting wealth — to better understand how advisors can engage and serve them.

Events to engage the next generation advisor guide
A practical guide for planning events to initiate and strengthen relationships with your clients' children.

Target future wealth for future growth paper
To capture and cultivate the high-net-worth clients of tomorrow, advisors need to expand their base to include younger investors.

Additional advisor education resources

You are about to access our website for visitors outside of the United States.

You are leaving the Nuveen website.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)

PRODUCTS

TOOLS

RESOURCES

Perspectives

Education & Events

Connect

Generation n: Winning the client acquisition opportunity

As $80 trillion changes hands, financial advisors who are prepared can turn the coming Great Wealth Transfer into a tremendous opportunity1

Featured advisor education insights

Are you ready to capture wealth transfer assets?

Generation n overviewLearn how this program drives client conversations.­

Working with wealth inheritors advisor guideNuveen surveyed more than 500 investors — focusing on those who anticipate inheriting wealth — to better understand how advisors can engage and serve them.

Events to engage the next generation advisor guideA practical guide for planning events to initiate and strengthen relationships with your clients' children.

Target future wealth for future growth paperTo capture and cultivate the high-net-worth clients of tomorrow, advisors need to expand their base to include younger investors.

Additional advisor education resources

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Global Cities REIT

You are leaving the Nuveen website.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)

As $80 trillion changes hands, financial advisors who are prepared can turn the coming Great Wealth Transfer into a tremendous opportunity¹

Generation n overview
Learn how this program drives client conversations.

Working with wealth inheritors advisor guide
Nuveen surveyed more than 500 investors — focusing on those who anticipate inheriting wealth — to better understand how advisors can engage and serve them.

Events to engage the next generation advisor guide
A practical guide for planning events to initiate and strengthen relationships with your clients' children.

Target future wealth for future growth paper
To capture and cultivate the high-net-worth clients of tomorrow, advisors need to expand their base to include younger investors.