How Might the Great Wealth Transfer Change Society?

The largest wealth transfer in history is underway as the Baby Boomer generation transfers assets of $84 trillion into the hands of younger generations — typically, Millennials and Gen Zers.

As the Boomers do this via wills, trusts, property purchases and gifts, the question becomes: How will the Great Wealth Transfer reshape the future of financial and cultural activity? Let’s talk about three of the primary areas that will be affected — capital infusions, family conversations and paradigm shifts.

Capital infusions


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