Wealth Succession Consulting Comprehensive Study by Application (Family, Shareholder, Business), Services (Business Valuation, Insurance and Risk Management, Investment Management, M&A Advisory and Investment Banking, Others) Players and Region - Global Market Outlook to 2028

Wealth Succession Consulting Market by XX Submarkets | Forecast Years 2023-2028  

  • Summary
  • Market Segments
  • Table of Content
  • List of Table & Figures
  • Players Profiled
About Wealth Succession Consulting
Wealth succession planning deals with the formulation of a financial strategy to grow the assets and ensure that these assets go to the right users at the right time. Wealth succession planning provides effective protection to the family's wealth which helps in reducing the inheritance taxes, probate fees, and other costs associated with it. The services involved with succession planning are business valuation, insurance, risk management, investment management, M&A advisory, and investment banking.

AttributesDetails
Study Period2018-2028
Base Year2022
UnitValue (USD Million)


The global wealth succession consulting market is concentrated despite the presence of numerous players as the top players are hugely contributing to the market. The companies are focusing on strategic planning such as mergers & acquisitions and partnerships along with the launch of new services. It will maintain its competitive edge in the market. Analyst at AMA Research estimates that United States Players will contribute the maximum growth to Global Wealth Succession Consulting market throughout the forecasted period. Established and emerging Players should take a closer view at their existing organizations and reinvent traditional business and operating models to adapt to the future.

Vistra (Hong Kong), Progeny Group Limited (United Kingdom), Sikich LLP (United States), CliftonLarsonAllen LLP (United States), PwC (United Kingdom), Amicorp Group (Hong Kong), Aviva plc (United Kingdom), Aldrich Advisors (United States), Logan & Associates Ltd. (United States), Intertrust Group (Netherlands), RKL LLP (United States), TMF Group (Netherlands), Succession Wealth (United Kingdom), Boulay PLLP (United States), Emkay Wealth Management (India) and Aurtus Consulting LLP (India) are some of the key players that are part of study coverage.

Segmentation Overview
AMA Research has segmented the market of Global Wealth Succession Consulting market by , Application (Family, Shareholder and Business) and Region.



On the basis of geography, the market of Wealth Succession Consulting has been segmented into South America (Brazil, Argentina, Rest of South America), Asia Pacific (China, Japan, India, South Korea, Taiwan, Australia, Rest of Asia-Pacific), Europe (Germany, France, Italy, United Kingdom, Netherlands, Rest of Europe), MEA (Middle East, Africa), North America (United States, Canada, Mexico). If we see Market by Services, the sub-segment i.e. Business Valuation will boost the Wealth Succession Consulting market. Additionally, the rising demand from SMEs and various industry verticals gives enough cushion to market growth.

Influencing Trend:
Around eighty percent of Ultra-Wealthy Indians have been Reassessing Succession Planning for Wealth Management

Market Growth Drivers:
Growing Number of Individual Investors and Businesses Across the Developing Region and Need for the Financial Planning and Managing the Wealth Efficiently

Challenges:
Expensive Wealth Succession Consulting Services Hindering the Market

Restraints:
Geopolitical Issues Rising Across Several Regions Affecting the Wealth Succession Consulting Market

Opportunities:
Increasing Awareness about the Wealth Management and its Importance along with the Growing Number of Investors and Surging Demand for the Wealth Succession Consulting Among Family-Owned Businesses and Start-ups

Market Leaders and their expansionary development strategies
On 3rd March 2022, Aviva acquired an independent financial adviser (IFA) Succession Wealth for 385 million pounds, approximately a 7.1x multiple of the wealth management business’ 54.3 million pounds revenue for 2020. The acquisition will bolster Aviva’s presence in the wealth management space, enabling the insurance and pensions firm to expand its advice offering for customers.
On 18th Janaury 2022, Wealth management firm Succession Wealth acquired Pannells Financial Planning which manages 1.4bn pounds in client assets. With regard to businesses, it aids in securing the financial future of employees and the business through employee benefit schemes, and auto-enrolment programs.


Key Target Audience
Wealth Succession Consulting Providers, Wealth Succession Consulting Industry Associations, Research and Development Institutes, Potential Investors, Regulatory Bodies and Others

About Approach
To evaluate and validate the market size various sources including primary and secondary analysis is utilized. AMA Research follows regulatory standards such as NAICS/SIC/ICB/TRCB, to have a better understanding of the market. The market study is conducted on basis of more than 200 companies dealing in the market regional as well as global areas with the purpose to understand the companies positioning regarding the market value, volume, and their market share for regional as well as global.

Further to bring relevance specific to any niche market we set and apply a number of criteria like Geographic Footprints, Regional Segments of Revenue, Operational Centres, etc. The next step is to finalize a team (In-House + Data Agencies) who then starts collecting C & D level executives and profiles, Industry experts, Opinion leaders, etc., and work towards appointment generation.

The primary research is performed by taking the interviews of executives of various companies dealing in the market as well as using the survey reports, research institute, and latest research reports. Meanwhile, the analyst team keeps preparing a set of questionnaires, and after getting the appointee list; the target audience is then tapped and segregated with various mediums and channels that are feasible for making connections that including email communication, telephonic, skype, LinkedIn Group & InMail, Community Forums, Community Forums, open Survey, SurveyMonkey, etc.

Report Objectives / Segmentation Covered

By Application
  • Family
  • Shareholder
  • Business
By Services
  • Business Valuation
  • Insurance and Risk Management
  • Investment Management
  • M&A Advisory and Investment Banking
  • Others

By Regions
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Asia Pacific
    • China
    • Japan
    • India
    • South Korea
    • Taiwan
    • Australia
    • Rest of Asia-Pacific
  • Europe
    • Germany
    • France
    • Italy
    • United Kingdom
    • Netherlands
    • Rest of Europe
  • MEA
    • Middle East
    • Africa
  • North America
    • United States
    • Canada
    • Mexico
  • 1. Market Overview
    • 1.1. Introduction
    • 1.2. Scope/Objective of the Study
      • 1.2.1. Research Objective
  • 2. Executive Summary
    • 2.1. Introduction
  • 3. Market Dynamics
    • 3.1. Introduction
    • 3.2. Market Drivers
      • 3.2.1. Growing Number of Individual Investors and Businesses Across the Developing Region
      • 3.2.2. Need for the Financial Planning and Managing the Wealth Efficiently
    • 3.3. Market Challenges
      • 3.3.1. Expensive Wealth Succession Consulting Services Hindering the Market
    • 3.4. Market Trends
      • 3.4.1. Around eighty percent of Ultra-Wealthy Indians have been Reassessing Succession Planning for Wealth Management
  • 4. Market Factor Analysis
    • 4.1. Porters Five Forces
    • 4.2. Supply/Value Chain
    • 4.3. PESTEL analysis
    • 4.4. Market Entropy
    • 4.5. Patent/Trademark Analysis
  • 5. Global Wealth Succession Consulting, by Application, Services and Region (value and price ) (2017-2022)
    • 5.1. Introduction
    • 5.2. Global Wealth Succession Consulting (Value)
      • 5.2.1. Global Wealth Succession Consulting by: Application (Value)
        • 5.2.1.1. Family
        • 5.2.1.2. Shareholder
        • 5.2.1.3. Business
      • 5.2.2. Global Wealth Succession Consulting by: Services (Value)
        • 5.2.2.1. Business Valuation
        • 5.2.2.2. Insurance and Risk Management
        • 5.2.2.3. Investment Management
        • 5.2.2.4. M&A Advisory and Investment Banking
        • 5.2.2.5. Others
      • 5.2.3. Global Wealth Succession Consulting Region
        • 5.2.3.1. South America
          • 5.2.3.1.1. Brazil
          • 5.2.3.1.2. Argentina
          • 5.2.3.1.3. Rest of South America
        • 5.2.3.2. Asia Pacific
          • 5.2.3.2.1. China
          • 5.2.3.2.2. Japan
          • 5.2.3.2.3. India
          • 5.2.3.2.4. South Korea
          • 5.2.3.2.5. Taiwan
          • 5.2.3.2.6. Australia
          • 5.2.3.2.7. Rest of Asia-Pacific
        • 5.2.3.3. Europe
          • 5.2.3.3.1. Germany
          • 5.2.3.3.2. France
          • 5.2.3.3.3. Italy
          • 5.2.3.3.4. United Kingdom
          • 5.2.3.3.5. Netherlands
          • 5.2.3.3.6. Rest of Europe
        • 5.2.3.4. MEA
          • 5.2.3.4.1. Middle East
          • 5.2.3.4.2. Africa
        • 5.2.3.5. North America
          • 5.2.3.5.1. United States
          • 5.2.3.5.2. Canada
          • 5.2.3.5.3. Mexico
    • 5.3. Global Wealth Succession Consulting (Price)
  • 6. Wealth Succession Consulting: Manufacturers/Players Analysis
    • 6.1. Competitive Landscape
      • 6.1.1. Market Share Analysis
        • 6.1.1.1. Top 3
        • 6.1.1.2. Top 5
    • 6.2. Peer Group Analysis (2022)
    • 6.3. BCG Matrix
    • 6.4. Company Profile
      • 6.4.1. Vistra (Hong Kong)
        • 6.4.1.1. Business Overview
        • 6.4.1.2. Products/Services Offerings
        • 6.4.1.3. Financial Analysis
        • 6.4.1.4. SWOT Analysis
      • 6.4.2. Progeny Group Limited (United Kingdom)
        • 6.4.2.1. Business Overview
        • 6.4.2.2. Products/Services Offerings
        • 6.4.2.3. Financial Analysis
        • 6.4.2.4. SWOT Analysis
      • 6.4.3. Sikich LLP (United States)
        • 6.4.3.1. Business Overview
        • 6.4.3.2. Products/Services Offerings
        • 6.4.3.3. Financial Analysis
        • 6.4.3.4. SWOT Analysis
      • 6.4.4. CliftonLarsonAllen LLP (United States)
        • 6.4.4.1. Business Overview
        • 6.4.4.2. Products/Services Offerings
        • 6.4.4.3. Financial Analysis
        • 6.4.4.4. SWOT Analysis
      • 6.4.5. PwC (United Kingdom)
        • 6.4.5.1. Business Overview
        • 6.4.5.2. Products/Services Offerings
        • 6.4.5.3. Financial Analysis
        • 6.4.5.4. SWOT Analysis
      • 6.4.6. Amicorp Group (Hong Kong)
        • 6.4.6.1. Business Overview
        • 6.4.6.2. Products/Services Offerings
        • 6.4.6.3. Financial Analysis
        • 6.4.6.4. SWOT Analysis
      • 6.4.7. Aviva plc (United Kingdom)
        • 6.4.7.1. Business Overview
        • 6.4.7.2. Products/Services Offerings
        • 6.4.7.3. Financial Analysis
        • 6.4.7.4. SWOT Analysis
      • 6.4.8. Aldrich Advisors (United States)
        • 6.4.8.1. Business Overview
        • 6.4.8.2. Products/Services Offerings
        • 6.4.8.3. Financial Analysis
        • 6.4.8.4. SWOT Analysis
      • 6.4.9. Logan & Associates Ltd. (United States)
        • 6.4.9.1. Business Overview
        • 6.4.9.2. Products/Services Offerings
        • 6.4.9.3. Financial Analysis
        • 6.4.9.4. SWOT Analysis
      • 6.4.10. Intertrust Group (Netherlands)
        • 6.4.10.1. Business Overview
        • 6.4.10.2. Products/Services Offerings
        • 6.4.10.3. Financial Analysis
        • 6.4.10.4. SWOT Analysis
      • 6.4.11. RKL LLP (United States)
        • 6.4.11.1. Business Overview
        • 6.4.11.2. Products/Services Offerings
        • 6.4.11.3. Financial Analysis
        • 6.4.11.4. SWOT Analysis
      • 6.4.12. TMF Group (Netherlands)
        • 6.4.12.1. Business Overview
        • 6.4.12.2. Products/Services Offerings
        • 6.4.12.3. Financial Analysis
        • 6.4.12.4. SWOT Analysis
      • 6.4.13. Succession Wealth (United Kingdom)
        • 6.4.13.1. Business Overview
        • 6.4.13.2. Products/Services Offerings
        • 6.4.13.3. Financial Analysis
        • 6.4.13.4. SWOT Analysis
      • 6.4.14. Boulay PLLP (United States)
        • 6.4.14.1. Business Overview
        • 6.4.14.2. Products/Services Offerings
        • 6.4.14.3. Financial Analysis
        • 6.4.14.4. SWOT Analysis
      • 6.4.15. Emkay Wealth Management (India)
        • 6.4.15.1. Business Overview
        • 6.4.15.2. Products/Services Offerings
        • 6.4.15.3. Financial Analysis
        • 6.4.15.4. SWOT Analysis
      • 6.4.16. Aurtus Consulting LLP (India)
        • 6.4.16.1. Business Overview
        • 6.4.16.2. Products/Services Offerings
        • 6.4.16.3. Financial Analysis
        • 6.4.16.4. SWOT Analysis
  • 7. Global Wealth Succession Consulting Sale, by Application, Services and Region (value and price ) (2023-2028)
    • 7.1. Introduction
    • 7.2. Global Wealth Succession Consulting (Value)
      • 7.2.1. Global Wealth Succession Consulting by: Application (Value)
        • 7.2.1.1. Family
        • 7.2.1.2. Shareholder
        • 7.2.1.3. Business
      • 7.2.2. Global Wealth Succession Consulting by: Services (Value)
        • 7.2.2.1. Business Valuation
        • 7.2.2.2. Insurance and Risk Management
        • 7.2.2.3. Investment Management
        • 7.2.2.4. M&A Advisory and Investment Banking
        • 7.2.2.5. Others
      • 7.2.3. Global Wealth Succession Consulting Region
        • 7.2.3.1. South America
          • 7.2.3.1.1. Brazil
          • 7.2.3.1.2. Argentina
          • 7.2.3.1.3. Rest of South America
        • 7.2.3.2. Asia Pacific
          • 7.2.3.2.1. China
          • 7.2.3.2.2. Japan
          • 7.2.3.2.3. India
          • 7.2.3.2.4. South Korea
          • 7.2.3.2.5. Taiwan
          • 7.2.3.2.6. Australia
          • 7.2.3.2.7. Rest of Asia-Pacific
        • 7.2.3.3. Europe
          • 7.2.3.3.1. Germany
          • 7.2.3.3.2. France
          • 7.2.3.3.3. Italy
          • 7.2.3.3.4. United Kingdom
          • 7.2.3.3.5. Netherlands
          • 7.2.3.3.6. Rest of Europe
        • 7.2.3.4. MEA
          • 7.2.3.4.1. Middle East
          • 7.2.3.4.2. Africa
        • 7.2.3.5. North America
          • 7.2.3.5.1. United States
          • 7.2.3.5.2. Canada
          • 7.2.3.5.3. Mexico
    • 7.3. Global Wealth Succession Consulting (Price)
  • 8. Appendix
    • 8.1. Acronyms
  • 9. Methodology and Data Source
    • 9.1. Methodology/Research Approach
      • 9.1.1. Research Programs/Design
      • 9.1.2. Market Size Estimation
      • 9.1.3. Market Breakdown and Data Triangulation
    • 9.2. Data Source
      • 9.2.1. Secondary Sources
      • 9.2.2. Primary Sources
    • 9.3. Disclaimer
List of Tables
  • Table 1. Wealth Succession Consulting: by Application(USD Million)
  • Table 2. Wealth Succession Consulting Family , by Region USD Million (2017-2022)
  • Table 3. Wealth Succession Consulting Shareholder , by Region USD Million (2017-2022)
  • Table 4. Wealth Succession Consulting Business , by Region USD Million (2017-2022)
  • Table 5. Wealth Succession Consulting: by Services(USD Million)
  • Table 6. Wealth Succession Consulting Business Valuation , by Region USD Million (2017-2022)
  • Table 7. Wealth Succession Consulting Insurance and Risk Management , by Region USD Million (2017-2022)
  • Table 8. Wealth Succession Consulting Investment Management , by Region USD Million (2017-2022)
  • Table 9. Wealth Succession Consulting M&A Advisory and Investment Banking , by Region USD Million (2017-2022)
  • Table 10. Wealth Succession Consulting Others , by Region USD Million (2017-2022)
  • Table 11. South America Wealth Succession Consulting, by Country USD Million (2017-2022)
  • Table 12. South America Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 13. South America Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 14. Brazil Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 15. Brazil Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 16. Argentina Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 17. Argentina Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 18. Rest of South America Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 19. Rest of South America Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 20. Asia Pacific Wealth Succession Consulting, by Country USD Million (2017-2022)
  • Table 21. Asia Pacific Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 22. Asia Pacific Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 23. China Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 24. China Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 25. Japan Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 26. Japan Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 27. India Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 28. India Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 29. South Korea Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 30. South Korea Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 31. Taiwan Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 32. Taiwan Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 33. Australia Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 34. Australia Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 35. Rest of Asia-Pacific Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 36. Rest of Asia-Pacific Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 37. Europe Wealth Succession Consulting, by Country USD Million (2017-2022)
  • Table 38. Europe Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 39. Europe Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 40. Germany Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 41. Germany Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 42. France Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 43. France Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 44. Italy Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 45. Italy Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 46. United Kingdom Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 47. United Kingdom Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 48. Netherlands Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 49. Netherlands Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 50. Rest of Europe Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 51. Rest of Europe Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 52. MEA Wealth Succession Consulting, by Country USD Million (2017-2022)
  • Table 53. MEA Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 54. MEA Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 55. Middle East Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 56. Middle East Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 57. Africa Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 58. Africa Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 59. North America Wealth Succession Consulting, by Country USD Million (2017-2022)
  • Table 60. North America Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 61. North America Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 62. United States Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 63. United States Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 64. Canada Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 65. Canada Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 66. Mexico Wealth Succession Consulting, by Application USD Million (2017-2022)
  • Table 67. Mexico Wealth Succession Consulting, by Services USD Million (2017-2022)
  • Table 68. Company Basic Information, Sales Area and Its Competitors
  • Table 69. Company Basic Information, Sales Area and Its Competitors
  • Table 70. Company Basic Information, Sales Area and Its Competitors
  • Table 71. Company Basic Information, Sales Area and Its Competitors
  • Table 72. Company Basic Information, Sales Area and Its Competitors
  • Table 73. Company Basic Information, Sales Area and Its Competitors
  • Table 74. Company Basic Information, Sales Area and Its Competitors
  • Table 75. Company Basic Information, Sales Area and Its Competitors
  • Table 76. Company Basic Information, Sales Area and Its Competitors
  • Table 77. Company Basic Information, Sales Area and Its Competitors
  • Table 78. Company Basic Information, Sales Area and Its Competitors
  • Table 79. Company Basic Information, Sales Area and Its Competitors
  • Table 80. Company Basic Information, Sales Area and Its Competitors
  • Table 81. Company Basic Information, Sales Area and Its Competitors
  • Table 82. Company Basic Information, Sales Area and Its Competitors
  • Table 83. Company Basic Information, Sales Area and Its Competitors
  • Table 84. Wealth Succession Consulting: by Application(USD Million)
  • Table 85. Wealth Succession Consulting Family , by Region USD Million (2023-2028)
  • Table 86. Wealth Succession Consulting Shareholder , by Region USD Million (2023-2028)
  • Table 87. Wealth Succession Consulting Business , by Region USD Million (2023-2028)
  • Table 88. Wealth Succession Consulting: by Services(USD Million)
  • Table 89. Wealth Succession Consulting Business Valuation , by Region USD Million (2023-2028)
  • Table 90. Wealth Succession Consulting Insurance and Risk Management , by Region USD Million (2023-2028)
  • Table 91. Wealth Succession Consulting Investment Management , by Region USD Million (2023-2028)
  • Table 92. Wealth Succession Consulting M&A Advisory and Investment Banking , by Region USD Million (2023-2028)
  • Table 93. Wealth Succession Consulting Others , by Region USD Million (2023-2028)
  • Table 94. South America Wealth Succession Consulting, by Country USD Million (2023-2028)
  • Table 95. South America Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 96. South America Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 97. Brazil Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 98. Brazil Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 99. Argentina Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 100. Argentina Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 101. Rest of South America Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 102. Rest of South America Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 103. Asia Pacific Wealth Succession Consulting, by Country USD Million (2023-2028)
  • Table 104. Asia Pacific Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 105. Asia Pacific Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 106. China Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 107. China Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 108. Japan Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 109. Japan Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 110. India Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 111. India Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 112. South Korea Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 113. South Korea Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 114. Taiwan Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 115. Taiwan Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 116. Australia Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 117. Australia Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 118. Rest of Asia-Pacific Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 119. Rest of Asia-Pacific Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 120. Europe Wealth Succession Consulting, by Country USD Million (2023-2028)
  • Table 121. Europe Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 122. Europe Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 123. Germany Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 124. Germany Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 125. France Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 126. France Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 127. Italy Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 128. Italy Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 129. United Kingdom Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 130. United Kingdom Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 131. Netherlands Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 132. Netherlands Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 133. Rest of Europe Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 134. Rest of Europe Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 135. MEA Wealth Succession Consulting, by Country USD Million (2023-2028)
  • Table 136. MEA Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 137. MEA Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 138. Middle East Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 139. Middle East Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 140. Africa Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 141. Africa Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 142. North America Wealth Succession Consulting, by Country USD Million (2023-2028)
  • Table 143. North America Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 144. North America Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 145. United States Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 146. United States Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 147. Canada Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 148. Canada Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 149. Mexico Wealth Succession Consulting, by Application USD Million (2023-2028)
  • Table 150. Mexico Wealth Succession Consulting, by Services USD Million (2023-2028)
  • Table 151. Research Programs/Design for This Report
  • Table 152. Key Data Information from Secondary Sources
  • Table 153. Key Data Information from Primary Sources
List of Figures
  • Figure 1. Porters Five Forces
  • Figure 2. Supply/Value Chain
  • Figure 3. PESTEL analysis
  • Figure 4. Global Wealth Succession Consulting: by Application USD Million (2017-2022)
  • Figure 5. Global Wealth Succession Consulting: by Services USD Million (2017-2022)
  • Figure 6. South America Wealth Succession Consulting Share (%), by Country
  • Figure 7. Asia Pacific Wealth Succession Consulting Share (%), by Country
  • Figure 8. Europe Wealth Succession Consulting Share (%), by Country
  • Figure 9. MEA Wealth Succession Consulting Share (%), by Country
  • Figure 10. North America Wealth Succession Consulting Share (%), by Country
  • Figure 11. Global Wealth Succession Consulting share by Players 2022 (%)
  • Figure 12. Global Wealth Succession Consulting share by Players (Top 3) 2022(%)
  • Figure 13. Global Wealth Succession Consulting share by Players (Top 5) 2022(%)
  • Figure 14. BCG Matrix for key Companies
  • Figure 15. Vistra (Hong Kong) Revenue, Net Income and Gross profit
  • Figure 16. Vistra (Hong Kong) Revenue: by Geography 2022
  • Figure 17. Progeny Group Limited (United Kingdom) Revenue, Net Income and Gross profit
  • Figure 18. Progeny Group Limited (United Kingdom) Revenue: by Geography 2022
  • Figure 19. Sikich LLP (United States) Revenue, Net Income and Gross profit
  • Figure 20. Sikich LLP (United States) Revenue: by Geography 2022
  • Figure 21. CliftonLarsonAllen LLP (United States) Revenue, Net Income and Gross profit
  • Figure 22. CliftonLarsonAllen LLP (United States) Revenue: by Geography 2022
  • Figure 23. PwC (United Kingdom) Revenue, Net Income and Gross profit
  • Figure 24. PwC (United Kingdom) Revenue: by Geography 2022
  • Figure 25. Amicorp Group (Hong Kong) Revenue, Net Income and Gross profit
  • Figure 26. Amicorp Group (Hong Kong) Revenue: by Geography 2022
  • Figure 27. Aviva plc (United Kingdom) Revenue, Net Income and Gross profit
  • Figure 28. Aviva plc (United Kingdom) Revenue: by Geography 2022
  • Figure 29. Aldrich Advisors (United States) Revenue, Net Income and Gross profit
  • Figure 30. Aldrich Advisors (United States) Revenue: by Geography 2022
  • Figure 31. Logan & Associates Ltd. (United States) Revenue, Net Income and Gross profit
  • Figure 32. Logan & Associates Ltd. (United States) Revenue: by Geography 2022
  • Figure 33. Intertrust Group (Netherlands) Revenue, Net Income and Gross profit
  • Figure 34. Intertrust Group (Netherlands) Revenue: by Geography 2022
  • Figure 35. RKL LLP (United States) Revenue, Net Income and Gross profit
  • Figure 36. RKL LLP (United States) Revenue: by Geography 2022
  • Figure 37. TMF Group (Netherlands) Revenue, Net Income and Gross profit
  • Figure 38. TMF Group (Netherlands) Revenue: by Geography 2022
  • Figure 39. Succession Wealth (United Kingdom) Revenue, Net Income and Gross profit
  • Figure 40. Succession Wealth (United Kingdom) Revenue: by Geography 2022
  • Figure 41. Boulay PLLP (United States) Revenue, Net Income and Gross profit
  • Figure 42. Boulay PLLP (United States) Revenue: by Geography 2022
  • Figure 43. Emkay Wealth Management (India) Revenue, Net Income and Gross profit
  • Figure 44. Emkay Wealth Management (India) Revenue: by Geography 2022
  • Figure 45. Aurtus Consulting LLP (India) Revenue, Net Income and Gross profit
  • Figure 46. Aurtus Consulting LLP (India) Revenue: by Geography 2022
  • Figure 47. Global Wealth Succession Consulting: by Application USD Million (2023-2028)
  • Figure 48. Global Wealth Succession Consulting: by Services USD Million (2023-2028)
  • Figure 49. South America Wealth Succession Consulting Share (%), by Country
  • Figure 50. Asia Pacific Wealth Succession Consulting Share (%), by Country
  • Figure 51. Europe Wealth Succession Consulting Share (%), by Country
  • Figure 52. MEA Wealth Succession Consulting Share (%), by Country
  • Figure 53. North America Wealth Succession Consulting Share (%), by Country
List of companies from research coverage that are profiled in the study
  • Vistra (Hong Kong)
  • Progeny Group Limited (United Kingdom)
  • Sikich LLP (United States)
  • CliftonLarsonAllen LLP (United States)
  • PwC (United Kingdom)
  • Amicorp Group (Hong Kong)
  • Aviva plc (United Kingdom)
  • Aldrich Advisors (United States)
  • Logan & Associates Ltd. (United States)
  • Intertrust Group (Netherlands)
  • RKL LLP (United States)
  • TMF Group (Netherlands)
  • Succession Wealth (United Kingdom)
  • Boulay PLLP (United States)
  • Emkay Wealth Management (India)
  • Aurtus Consulting LLP (India)
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Nov 2023 204 Pages 66 Tables Base Year: 2022 Coverage: 15+ Companies; 18 Countries

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Frequently Asked Questions (FAQ):

The standard version of the report profiles players such as Vistra (Hong Kong), Progeny Group Limited (United Kingdom), Sikich LLP (United States), CliftonLarsonAllen LLP (United States), PwC (United Kingdom), Amicorp Group (Hong Kong), Aviva plc (United Kingdom), Aldrich Advisors (United States), Logan & Associates Ltd. (United States), Intertrust Group (Netherlands), RKL LLP (United States), TMF Group (Netherlands), Succession Wealth (United Kingdom), Boulay PLLP (United States), Emkay Wealth Management (India) and Aurtus Consulting LLP (India) etc.
The Study can be customized subject to feasibility and data availability. Please connect with our sales representative for further information.
"Around eighty percent of Ultra-Wealthy Indians have been Reassessing Succession Planning for Wealth Management" is seen as one of major influencing trends for Wealth Succession Consulting Market during projected period 2022-2028.
The Wealth Succession Consulting market study includes a random mix of players, including both market leaders and some top growing emerging players. Connect with our sales executive to get a complete company list in our research coverage.

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