Mandeville Private Client Estimates Generational Wealth Transfer of $700 billion by 2026

At the Women in Wealth Management Summit, Diana Oddi of Mandeville Private Client emphasized the company’s enduring branding strategy, which remains firmly rooted in its wealth-creation philosophy. She noted that the firm’s approach to branding has remained consistent over time, aligning with its foundational principles.

Oddi explained that Mandeville’s wealth-creation framework draws inspiration from the strategies employed by some of the world’s most successful individuals. This approach emphasizes investing in a select number of high-growth businesses with a deep understanding of their operations, leveraging investments prudently, and maintaining long-term commitments to quality assets.

She added that Mandeville’s advisors reinforce this framework by articulating it clearly and simply, thereby enhancing their personal brands. This clarity enables clients to better understand and appreciate the value provided by their advisors, empowering them to act as ambassadors for the firm’s brand. Oddi underscored that when clients can confidently share their advisor’s approach, it not only builds trust but also expands the advisor’s network of influence.

Branding at Mandeville, Oddi remarked, is more than a superficial tactic—it’s an integral part of the firm’s identity, closely tied to the vision of its founder, Michael Lee-Chin. His wealth framework mirrors the strategies of the global elite and forms the cornerstone of what the firm calls “the Mandeville Difference.”

Oddi highlighted the importance of foresight, explaining that successful individuals often predict industry or market trends, plan accordingly, and persevere through challenges. She stated that these principles are foundational to Mandeville’s investment philosophy.

As the financial industry moves deeper into the digital age, Mandeville has recognized the potential of technology to enhance advisor-client relationships. Oddi pointed to a significant generational wealth transfer, estimated at $700 billion by 2026, as a key driver of this shift.

She noted that studies predict 88% of beneficiaries will not continue working with their parents’ financial advisors, largely due to a lack of alignment with the younger generation’s expectations for technology integration. To address this, Mandeville has developed a suite of digital tools aimed at modernizing its services.

One such tool is Advisor Stream, which allows advisors to customize campaigns, share updates and distribute newsletters that align with Mandeville’s investment framework. This digital platform helps advisors stay connected and relevant, catering to the preferences of a tech-savvy client base.

Another innovation is Mandeville Vault, a secure collaboration platform designed for seamless document storage, sharing, and management. Oddi explained that this tool enhances the advisor-client relationship by providing 24/7 access to essential documents, fostering better communication and convenience. She highlighted that these digital offerings position Mandeville’s advisors as both technologically adept and client-focused.

By maintaining a balance between technological innovation and personal interaction, Mandeville continues to adapt to evolving client expectations while staying true to its core philosophy.

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