Coming Q3 2026
Heritance Pilot Report
Findings from the first wave of Heritance pilots — firm-level retention, advisor adoption, and heir engagement metrics.
Research
Original research and industry reports on wealth transfer and heir retention.
Heritance curates and publishes research relevant to advisors navigating the great wealth transfer.
The Numbers
The research that defines the next decade of wealth management.
Below are the most-cited industry reports and original Heritance research on wealth transfer scale, heir retention, and advisor-heir relationships.
Every product decision we make traces back to one of these sources. When you understand the numbers, the Heritance product roadmap is the only sensible response to them.
Industry Reports
Four reports that shape how we think.
Cerulli Associates
The 2024 Cerulli Report — U.S. HNW and UHNW Markets
The definitive quantification of the $124 trillion wealth transfer. Required reading for every firm operating in the HNW segment.
Read the reportNatixis IM via Business Wire
Natixis 2025 Global Survey of Financial Advisors
40 percent of U.S. advisors see wealth transfer as an existential threat. The full Natixis findings on advisor preparedness and heir relationships.
Read the reportMerrill Lynch
Merrill Lynch — The Great Wealth Transfer
Merrill Lynch's research on the great wealth transfer covers retention patterns, intergenerational transfer dynamics, and implications for advisor-client relationships. Industry data cited includes the structural case for building heir relationships before the transfer occurs.
Read the reportFortune reporting Cerulli data
The Great Wealth Transfer — Fortune / Cerulli Summary
Fortune's July 2025 summary of Cerulli's updated projections, including the shift in firm client composition toward millennials and Gen Z.
Read the reportWhat the Research Says
The industry agrees. Heir retention is the problem.
What it doesn't agree on is what to do about it. That's why Heritance exists.
Heritance Original Research
Our own findings, coming soon.
Coming Q4 2026
Heritance White Paper on Advisor-Heir Relationship Infrastructure
Our first long-form paper on the infrastructure required to systematise heir engagement at firm scale.
Original Research
Our own findings, coming soon.
Heritance's first original research publications are scheduled for late 2026.
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