Gen X Should Prepare Now for the Great Wealth Transfer

The 'Great Wealth Transfer' Signals a New Era in Philanthropy

The potential value of the assets passed down ranges from $30 to $84 Trillion. Younger generations—Gen X, Millennials and Gen Z—will soon ...

Gen X clients: what advisors need to know - Investment News

Not too long ago, Gen X rarely came up as a demographic with a clearly defined profile. Case in point: The upcoming “Great Generational Wealth ...

How 'great wealth transfer' from boomers will shape our future

Millennials' spending priorities are vasty different to those of baby boomers. So what happens when wealth transfers to the next generation.

How Should Millennials Prepare for a Generational Wealth Transfer?

Baby Boomers are set to pass more than $68 trillion to their Millennial children, the biggest transfer of wealth in history ... now, how fragile finances ...

Minding Your Business #44 – The 10 Commandments of Family ...

The recipients of this transfer (Gen Xers and Millennials) must think about how to manage this newfound wealth to serve their own needs and preserve that legacy ...

Generational shift: Navigating the great wealth transfer and its ...

Understanding how the next generation feels about wealth and philanthropy will be key as we see a refocus in priorities and perspectives.

Generation X at Risk of Missing Out on the Great Wealth Transfer

By embracing the power of effective financial planning, this generation can proactively prepare for future uncertainties and optimize the wealth ...

How Financial Advisors Can Win The Great Wealth Transfer

The Great Wealth Transfer refers to the passdown of finances from the Baby Boomer generation to their children and grandchildren: Millennials, ...

The great wealth transfer is coming (but are advisers prepared?)

Ultimately, she says, a successful transition means the next generation views its inherited wealth as family money, rather than all its own. “ ...

Are You Ready for the Great Wealth Transfer? (FreeWill Data ...

“Practically speaking, what that means is that the oft-discussed $84 trillion Great Wealth Transfer is already here. Our data also makes clear ...

'A million bucks isn't what it used to be': What if the great wealth ...

But new research from Northwestern Mutual said only 22% of baby boomers and older generations and Generation X plan to leave behind a financial ...

The World's Richest Will Transfer $31 Trillion—Mostly to Gen X—by ...

Most of the wealth held by today's richest will be transferred within the decade to individuals in their mid-to-late 40s who are at the tail ...

Financial advisors and the great wealth transfer | Eidosmedia

Over the next 20 years, experts predict that roughly $70 trillion in assets will move from one generation to the next through the 'Great Wealth Transfer'.

Millennials and Gen Z are Shaping the Great Wealth Transfer

It's estimated that over the next few decades, around $68 trillion will change hands from Baby Boomers to their heirs, predominantly Millennials and Gen Z. This ...

Cerulli Anticipates $84 Trillion in Wealth Transfers Through 2045

Greater than $53 trillion will be transferred from households in the Baby Boomer generation, representing 63% of all transfers. Silent ...

How to Prepare for the Great Generational Wealth Transfer

An estimated $84 trillion in wealth is expected to transfer from the Baby Boomer generation to their children and grandchildren over the next couple of ...

Don't Forget About Gen X in Fundraising - NonProfit PRO

Second, Gen X is uniquely deliberate in how it chooses to give, and it cares deeply about money being spent wisely. Sixty percent of Gen Xers ...

Digital Imperatives to Appeal to Gen Z and Millennials - Apiture

In the U.S., large banks holding the majority of Americans' accounts are positioned to benefit the most from this “Great Wealth Transfer”—but ...

Adapt or Die: Serving the Next Generation of Clients

Cerulli (2022) says that $84 trillion in assets will transfer by the year 2045 among high-net-worth and ultra-high-net-worth individuals.

Preparing for the Great Wealth Transfer - YouTube

The Great Wealth Transfer is underway, where an estimate $84 trillion will pass from Baby Boomers to Generation X and Millennials.