Social Media Ideas for Great Wealth Transfer

Boomer Wealth Transfer Set to Favor America’s Richest Families

The expected “great wealth transfer”— with $93 trillion in assets changing hands—may be less dramatic than headline figures suggest.

The $124 trillion Great Wealth Transfer is more than just cash: More U.S. businesses are now being inherited than bought...

A greater share of companies passed down to family members could be a sign of greater wealth concentration and the power of private markets.

The great wealth transfer rattling Wall Street

Tens of trillions of dollars are moving between generations — and younger heirs feel little loyalty to traditional advisers

The Great Wealth Transfer Is About More Than Money

What happens when the people holding the money change?

The Great Wealth Transfer Will Be Smaller Than You Think

A new Visa report finds $93 trillion in boomer wealth could shrink to just $36 trillion by the time it reaches heirs.

BofA: Wealthy Americans bet on private markets, family firms as $124T transfer accelerates

Longevity, private markets and inherited firms reshape wealth planning, study finds

Is The Great Wealth Wealth Transfer a Mirage?

Advisors, their firms and heirs are likely to be disappointed.

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

Millennials Are Set To Inherit Trillions—but for Most, It Will Come Too Late

The real wealth divide may not be who inherits, but who gets family help early enough to buy, work, save, and build.

Boomers Hold $93 Trillion in Assets—but Their Heirs May Get Less Than Half

Boomers hold $93 trillion, but Visa estimates just $36 trillion may reach Gen X and millennial heirs, with major consequences for housing.

A $200 million Boomer estate, millennial heir Nick Reiner, and the dark side of the Great Wealth Transfer

The fight over a trust is a grim preview of what happens when the largest inheritance in history runs into a family at war.

The ultra-wealthy are turning away from short-term returns

A surge in ultra-wealthy individuals is forcing a rethink of how generational wealth is managed

Women Have an Opportunity to Reshape Investing in 2030

The $34 trillion wealth transfer is already underway but whether it reshapes power, or quietly disappears into the same old structures, depends on what women do between now and the...

Three powerful forces are draining family wealth — and your estate plan is completely unprepared

From Medicaid cuts to an IRA tax trap, here are the real threats to your family’s inheritance and what to do about them.

The $124 trillion Boomer wealth transfer could change crypto forever

The next leg of crypto adoption may already be taking shape in estate planning offices instead of on trading floors or in congressional hearing rooms. Analysts have spent a decade...

The Conversation That Could Save Real Estate Heirs Millions

Real estate investors owe their families more than a portfolio.

Wealth Transfer from Boomers to Millennials Reshaping Spending Trends Now

Discover how the wealth transfer from Baby Boomers to Millennials is reshaping spending trends today. Explore the financial implications, changing consumer behaviors, and what this...

US minted 1,200 millionaires a day in 2025: UBS

For financial advisors, the surge in new wealth highlights continued opportunity for those targeting prospects coming into sizable sums of money.

HSBC bets on wealth boom fueled by AI and inheritance wave

Wealthy families are using geopolitics as a catalyst to rethink not just portfolios, but purpose

AlTi Tiedemann’s Kimberly Evans tells WP that anxiety has led to a shift in thinking

America's wealth boom is creating a new generation of underinsured clients

The US accounted for nearly half of all new millionaires worldwide last year, but insurance specialists warn wealth growth is outpacing planning

Canada's wealth gap widens as market gains bypass struggling households

Investment returns lift financially secure Canadians while a quarter of households sink deeper

Why Convergence of Wealth and Retirement Is Heating Up Now

Some advisors, providers and asset managers are leaning in.

With $243B in wealth at risk, here's how to spot heirs' property red flags

The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.