Wealth Managers Must Adapt to the Greatest Capital Transfer in History

Why It Matters

Firms that fail to integrate tokenized solutions may cede lucrative client relationships and fee pools to crypto-native platforms and fintech partners.

Summary

Wealth managers face a pivotal shift as an estimated $83 trillion in assets will transfer to digital-native generations, forcing firms to adopt tokenization and other digital asset capabilities or risk losing business to more tech-savvy competitors. The scale of the transfer amplifies demand for custody, fractional ownership and programmable assets, pressuring incumbents to modernize infrastructure, compliance and client experiences. Firms that fail to integrate tokenized solutions may cede lucrative client relationships and fee pools to crypto-native platforms and fintech partners.