6 days ago · The so-called “Great Wealth Transfer” is underway. This seismic financial shift involves the oldest Americans — mostly Baby Boomers born between the mid-1940s and mid …

6 days ago · The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets expected to change hands over the next 25 years. While the …

Jul 23, 2025 · According to a wealth transfer report from Boston wealth management firm Cerulli Associates, published in June 2025, a combination of demographic and economic forces will …

Nov 25, 2025 · Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

The transfer of wealth is influenced by factors such as price growth in real estate and financial assets, housing discrimination, and lack of access to financial tools for people of color.

Apr 3, 2025 · As the group ages and many baby boomers pass away, the wealth they have spent their lives amassing will be passed down to their children. This phenomenon has been …

Nov 30, 2025 · Women live longer than men, and wealth will transfer across spouses before it moves from baby boomers to the next generation.

Jun 25, 2025 · It’s called The Great Wealth Transfer — when an estimated $84 trillion is poised to move from older Americans to Gen Xers and millennials. If it’s managed smartly, younger …

Mar 12, 2025 · Women stand to benefit disproportionately from the greatest generational wealth transfer in history, studies show.

Jul 24, 2025 · Today, we’ll explore the scale, impact, and evolving dynamics of generational wealth transfer, offering insights and strategies for family offices seeking to navigate this …