February 6, 2019
Publication: Citywealth
London-based Kobre & Kim attorney Jason Masimore spoke with Citywealth Magazine, which has an audience of UK-based high-net-worth individuals (HNWI’s), on the future of wealth advisement for private clients and their families within the U.S. wealth market. With each generation, Masimore notes, advisors have to ask themselves one critical question: “Will they keep the same advisors their families have used for years, or will they select their own?”
With $3.4 trillion of wealth being transferred generationally over the next two decades, Jason explained that advisors see “both an opportunity for new players and a concern for the more established.”