With $124 Trillion Set to Transfer Through 2048, Are Wealth Managers Ready?

News December 09, 2024 at 04:01 PM
Share & Print

What You Need To Know

  • Over the coming decade, almost all transfers will come from baby boomers and older generations.
  • Analysts project that $54 trillion will be transferred between spouses before it is transferred to heirs.
  • Wealthy households have come to expect a significant degree of bespoke services within their advised relationships.
5c/de/2e030c614e47b97e6d22048a280e/wealth-transfer-money-wings-adobe-640.jpg