FOREWORD | OUR RESEARCH | 2020 AND COVID-19 | 1. TRANSPARENCY | 2. RELOCATION | 3. FAMILY & GENERATIONAL WEALTH | 4. THE ADVISER OF THE FUTURE | ABOUT BDO
CONTENTS
FOREWORD: JUDICIOUS DECISION-MAKING AMIDST CHANGE
WORLD OF PRIVATE CLIENTS
OUR RESEARCH
2020 AND COVID-19: DISRUPTION AND DECISION-MAKING
NOVEMBER 2020
1. TRANSPARENCY X The direction of travel is clear and understood X Privacy concerns persist and deepen 2. RELOCATION X Competing concerns X Navigating public policy and political unrest
3. FAMILY &GENERATIONALWEALTH X New values, legacy and risk X The succession planning struggle
4. THE ADVISER OF THE FUTURE X Understanding, trust and a 360° perspective
WORLD OF PRIVATE CLIENTS | NOVEMBER 2020 2
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