The Great Wealth Transfer is Coming: Are You Prepared?

In the next three decades, the Great Wealth Transfer may possibly be the single most disruptive movement in U.S. history. What do investors need to know about the potential ripple effects that could shape the industry?

A series of mountains in the distance.


9 min read


Tax Management

Key takeaways

  • Over the next three decades, wealth management will experience possibly the single-most-disruptive movement in U.S. history.
  • Approximately $84.4 trillion is expected to be passed down from elder generations to beneficiaries and charities.
  • Advisors taking appropriate actions today stand to benefit the most from this historic transition of wealth.