LGT presents key findings from the "Wealth for Impact" study

Over the next 50 years, an unprecedented transfer of wealth will take place, reshaping financial landscapes and intergenerational wealth management. But this is not only a financial event; decisions made by the next generations of wealth holders can have far reaching implications on our society as a whole. Wealth for Impact examines this shift and perspectives from the next generations of wealth holders through over 60 in-depth interviews with individuals aged 18 to 77, representing families spanning from the second to the twenty-sixth generation of wealth ownership. Beyond its first chapter on the how wealth holders perceive privilege, responsibility and personal values, the study explores five key dimensions of wealth:

• Wealth creation – The industries and strategies that shape multi-generational success.
• Investments – The balance between financial objectives, sustainability, and impact investing.
• Spending – Trends in consumption, with a growing focus on responsibility and conscious spending.
• Philanthropy and giving – How wealth holders engage in philanthropy and long-term impact strategies.
• Wealth transfer – Governance structures, succession planning, and intergenerational communication.

Key findings: A shift towards sustainability and stewardship

The study highlights that today’s wealth holders are increasingly values-driven, with many prioritising sustainability and impact investing. While wealth continues to offer freedom and opportunity, the next generation also sees it as a significant responsibility. Clear succession planning and structured governance remain critical, yet many families acknowledge the challenges of preparing future generations for wealth management.

"This study provides a unique, global perspective on how the next generations are redefining wealth. They are moving beyond simply preserving assets to actively shaping the impact their wealth has on society." says Nina Hoas, co-author of the study and Head of LGT’s Philanthropy Advisory. "Beyond philanthropy, many interviewees shared a strong desire to align their financial decisions with their values, as well as taking a thoughtful approach to how they govern their businesses and wealth in general. The report also how delves into reflections on privilege and perspectives on how to prepare the next generation", added Silvia Bastante de Unverhau, Senior Philanthropy Advisor and co-author of the study.

Encouraging open dialogue on the future of wealth

By sharing real-life perspectives, Wealth for Impact aims to foster meaningful discussions about responsible wealth management.

For further insights and access to the full study, visit our website or contact your LGT advisor.