1 BofA Global Research, OK Zoomer: Gen Z Primer. December 2020
2 U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021. https://www.cerulli.com/reports/us-high-net-worth-and-ultra-high-net-worth-markets-2021
3 BofA Global Research, OK Zoomer: Gen Z Primer. December 2020
4 Custom consulting services are available to clients with assets under management starting at $10 million.
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