- Family Wealth Unlocked report
- Client materials
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Family Wealth Unlocked report
This year’s M&G Wealth Family Wealth Unlocked report reveals an often-conflicting set of needs as families balance today’s inflationary pressures with the desire to protect and transfer future wealth. It also highlights the increasingly important role you can play, to facilitate challenging conversations and understand and manage the full scope of a family’s financial position.
Key findings
16% fewer families
Are openly discussing their finances.
One in four
Over 45s say the inheritance they leave now has increased.
Over 25%
Understand that the family situation is as important to clients as adviser pricing.
Useful articles to get the conversation started
These articles are specially designed for you to download and send to your clients by email or post.
Useful materials
More and more families are looking to their adviser for help with intergenerational planning. These tools, calculators and insights will help you demonstrate the value of your advice in this crucial area.
Tools
Documents
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M&G Wealth Platform
Find out more about family linking on the platform and request a demo.