Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of ...

Younger generations set to receive $38.3 trillion in wealth over next decade - ‘The next generations are inheriting a ...

Catalyst Advisory reports that only 14% of Americans discuss inheritance, risking confusion and disputes amid a massive ...

One very significant piece of the puzzle to that posed by your article, “Much-Anticipated Transfer of Wealth Has Yet to Materialize, Nonprofit Experts Say” (April 6), may lie in what is unsaid and, ...

Discover the essentials of family wealth transfer planning, including strategies, tax considerations, philanthropy, and ...

Over the next 20 years, $124trn will shift hands in the largest wealth transfer in history. More than numbers, this moment ...

in 1999 showing that at least $41-trillion — including $6-trillion in charitable bequests — will change hands when members of the World War II and baby-boom generations die. But now fund raisers, ...

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 ...

Crypto adoption could accelerate as wealth shifts to younger, tech-savvy investors, with data showing stronger interest in ...

For all the talk about the ‘Great Wealth Transfer’ going on between the Baby Boomers and their heirs, advisors say there’s a concurrent, yet far less recognized, movement of generational money taking ...

Between now and 2048, older households are projected to transfer $123.7 trillion to heirs, representing a huge opportunity for the advisory, investment and retirement industries as strategies and ...

The numbers are staggering. Over the next two decades, more than $84 trillion is set to move from baby boomers to their heirs—the largest transfer of wealth in human history. For context, that’s ...