WEBINAR

Thursday, January 22nd, at 1:00 PM ET / 10:00 AM PT

Are you prepared for the largest transfer of wealth in history?

The Great Transfer of Wealth is no longer a future event—it’s unfolding right now. Trillions of dollars are moving from older generations to heirs, spouses, and beneficiaries, fundamentally reshaping how wealth is held, spent, donated, and invested.

For brands and institutions that rely on high-net-worth (HNW) and ultra-high-net-worth (UHNW) audiences—across financial services, real estate, and luxury retail, travel, and hospitality—this shift has massive implications. The organizations that win will be the ones that understand who is inheriting wealth, how behavior is changing, and when to engage with relevance and precision.

In this data-driven webinar, Windfall CEO and Co-Founder, Arup Banerjee, and VP of Marketing, Kathleen Atkins, will explore what the Great Wealth Transfer looks like in real time, using proprietary insights to separate hype from reality and highlight where opportunity exists today.

In this session, we’ll cover:

• The current state of consumer wealth and what it means
• How the Great Wealth Transfer is actually playing out in the data
• Early signals go-to-market and data/analytics teams should be paying attention to
• How data and AI can help you identify, prioritize, and engage next-generation wealth holders
• Bonus: Practical ways to adapt your acquisition, retention, and relationship strategies

Please fill out the form to save your seat. We look forward to having you and your team join us.