With more people and larger fortunes, the UHNW wealth transfer takes on new complexity
Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors.
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Great Wealth Transfer: $36 trillion from boomers will mostly go to already-wealthy heirs
Often called the Great Wealth Transfer, the inheritances are expected to be the largest passage of generational wealth in history.
washingtonpost.com·1d ago
$83.5 trillion wealth transfer begins as heirs prepare to spend inherited fortunes differently
The greatest wealth transfer is underway, and heirs around the world who are set to inherit billions are preparing to use the money very dif
cnbc.com·16d ago$36 trillion Great Wealth Transfer from boomers will mostly benefit already-wealthy heirs, analysis finds
Often called the Great Wealth Transfer, the inheritances are expected to be the largest passage of generational wealth in history.
wapo.st·1d ago$36 trillion Great Wealth Transfer from boomers will mostly benefit already-wealthy heirs, analysis finds
Often called the Great Wealth Transfer, the inheritances are expected to be the largest passage of generational wealth in history.
wapo.st·1d ago
Wealth is going ‘woke,’ says UBS: Rich people are now ‘younger, more female—and more openly queer,’ thanks to the Great Wealth Transfer
The new face of wealth has some ideas about how they want their money to work for wider society.
The $124 trillion wealth transfer: How billionaires like Buffett, Gates and Scott are reshaping philanthropy
US News: The coming decades will see an unprecedented movement of private wealth from one generation to the next.
timesofindia.indiatimes.com·5d agoHuge $30 Trillion Wealth Transfer in Progress
Boomers, Late-Boomers, and GenXers have big bucks. They are also getting older. Long-term care costs may go from families to caregivers and
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