[ORGANIZATION]
Cerulli
Featured in 1 tracked story · first seen
Situations
[ACTIVE]
[BUSINESS]
Global generational wealth transfer
3 clusters · 7 sources · last updated
Latest: Wealth management trends focus on family offices and inheritance communication
A massive global transfer of wealth is underway as baby boomers and older entrepreneurs prepare to pass assets to younger generations. Estimates suggest approximately $83.5 trillion will be transferred globally, with Cer