One of the most major societal shifts in recent decades has been the growing importance of wealth over income when it comes to an individual’s economic destiny.

I worked with the marketing team at law firm Charles Russell Speechlys to unpack this topic through a thought leadership report about Gen Z and the ‘Great Wealth Transfer’. The report was underpinned by a survey with 2,000 Gen Z adults (aged 18-27 years) and 2,000 of the (non-Gen Z) general population, which explored their generational perspectives on wealth management and life’s major milestones.

As well as leaning on the extensive knowledge of CRS’s own team, I identified other experts in the field and interviewed them to provide additional generational perspectives and insights on the subject.