Tier 2
Next-Gen Attrition Predictor Dataset
200 multi-generational households with heir profiles and wealth transfer timing data.
Overview
The great wealth transfer will move $84 trillion over the next two decades. RIAs that fail to engage the next generation lose assets at the point of inheritance. This dataset provides 200 multi-generational households with heir profiles, engagement pattern histories, wealth transfer timing scenarios, and next-gen financial capability assessments. Includes households where heirs are already engaged, disengaged, or actively planning to move assets post-inheritance.
What's Inside
200 households with 2–3 generation profiles (primary client + heirs)
Heir engagement pattern histories (meeting frequency, portal usage, communication preferences)
Wealth transfer timing scenarios: planned gifting, estate distribution, trust distributions
Next-gen financial capability assessments (knowledge, behavior, goals)
At-risk households: heirs with competing advisor relationships
Succession planning documentation artifacts
Use Cases
Client retention algorithm development
Next-gen engagement platform testing
Succession planning tool validation
Wealth transfer scenario modeling
Ideal Buyers
RIA retention technology vendorsSuccession planning consultantsFamily office consultantsCRM vendors
Example firms: Redtail Technology, Wealthbox, Salesforce Financial Services Cloud, Vanilla
Tags
Wealth TransferNext-GenRetentionSuccessionMulti-Generational
Moderate Deviation from Base Corpus
Requires additional data layers or modeling. Typical delivery 2–4 weeks.
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