Cerulli Associates anticipates that $124 trillion in wealth will transfer through 2048. The company notes that as the number of wealth transfers accelerates, it is important for wealth managers, asset ...

Over the next 20 years, an estimated $84 trillion will pass from older generations to their heirs. This “Great Wealth Transfer” brings both tremendous opportunity and significant challenges. So, ...

What Is Family Wealth Transfer Planning? Family Wealth Transfer Planning refers to the process of creating a strategic and comprehensive plan for transferring wealth from one generation to the next ...

The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets expected to change hands over the next 25 years. While the majority of this ...

The great wealth transfer is reshaping the financial landscape, as Cerulli Associates estimates that $124 trillion is set to transfer through 2048. The implications for the financial services industry ...

Over the next 25 years, nearly $124 trillion will change hands, marking the largest wealth transfer in history, according to Cerulli Associates. This transition will happen in stages: first to spouses ...

The wealth management landscape is undergoing a seismic shift, driven by an intergenerational wealth transfer and the increasing demand for sophisticated, technology-driven solutions. Addepar, a ...

Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. Every December, Americans gather for what may be the country’s ...