The largest intergenerational wealth transfer in history—more than $80 trillion shifting from Baby Boomers to Millennials/Gen Z—is already underway. At the same time, the rise of digital assets is quickly piquing the interest of digital natives with a much higher level of comfort experimenting with crypto, tokenized assets and alternative investments. If TradFi is going to lean into Millennials and Gen Z—moving away from advisory and portfolio-based wealth management to a model that relies on "engagement and ecosystem"—then they must incorporate digital-native products, custody and education to solidify their relationships with these wealth management clients.
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