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Gen X and millennial heirs are set to receive an average of $515,000 per household. Who actually gets it?
The expected “great wealth transfer”— with $93 trillion in assets changing hands—may be less dramatic than headline figures suggest.
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 $124 trillion Great Wealth Transfer poses a major challenge for financial services beyond managing the assets themselves. Thrivent’s Terry Rasmussen argues that wealth may tra...
A new Visa report finds $93 trillion in boomer wealth could shrink to just $36 trillion by the time it reaches heirs.
An inheritance can feel like a windfall — until the paperwork, emotions and decisions start piling up. This is a time to pause, get organized and use the money to support the lif...
The good news for the younger generations is that boomers are already showering some of their money on their heirs.
Baby boomers are worth $93 trillion, and they’re ready to pass down inheritances. But where will that money go?
Which generation actually holds the most wealth in property? The answer might surprise you, and so will what's happening beneath the surface as Baby Boomers quietly shift their for...
Trillions of wealth passed down by the baby boomers will likely go to younger Americans who are already rich. Here's how much they'll get.
Robert Kiyosaki believes the global economy has entered the "biggest wealth transfer" in history, where market crashes create opportunities for financially prepared investors. But...
Nearly 60% of projected wealth transfers are concentrated in 10 states, potentially reshaping who can afford to buy a home—and where.
Too many people may be relying on the so-called Great Wealth Transfer
Boomers hold $93 trillion, but Visa estimates just $36 trillion may reach Gen X and millennial heirs, with major consequences for housing.
UBS expert Sarah Salomon says stewardship is built over time, not handed over in a will
Women will inherit trillions from their spouses, but the family home may be harder to afford, complicated to sell and costly to preserve.
One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.
Federal protections can preserve inherited loans, but heirs say documentation loops and refinance pressure put affordable payments at risk.
Unless legislative changes are made, heirs may not get their expected inheritances.
Sustaining wealth across generations requires clarity of purpose, engagement and preparation.
New Zealand will soon see an enormous transfer of wealth. But are we prepared for the pressure that comes with that change.
Advisors have a role to play in facilitating the great wealth transfer, and some wealth owners are uncertain about whether heirs are ready.
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