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How baby boomers and heirs should prepare for the looming $30 trillion transfer of wealth
The coming transfer of $30 trillion in assets from baby boomers to their heirs is creating challenges for clients and advisors alike.
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That $30 trillion 'great wealth transfer' is actually a myth
The $30 trillion wealth transfer is coming but will not happen neatly. When the boomers pass on their savings, it will be small, fragmented and drained.
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Intergenerational Wealth Transfer Challenges | Accenture
Read about challenges and opportunities in intergenerational wealth transfer, and how wealth management firms can capitalize on the generational transfer of wealth.
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Are Boomers Ready To Make The Greatest Wealth Transfer In History?
Trillions of dollars will be part of an intergenerational wealth transfer. Here is how to talk with your kids and grandkids to pass down values and money.
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