[ORGANIZATION]
Cerulli Associates
Featured in 2 tracked stories · first seen
Situations
Family estate planning and property management
4 clusters · 12 sources · last updated
Latest: Perspectives on family legacy and inheritance management
The management of inherited properties and estate planning focuses on the practical, legal, and strategic aspects of preserving generational wealth. Initial management involves addressing the immediate needs of inherited
Great Wealth Transfer to Younger Generations
3 clusters · 6 sources · last updated
Latest: Great Wealth Transfer reshapes family economics and philanthropy
Research released in late July 2026 estimated that U.S. baby‑boomers will pass roughly $36 trillion to Gen X, millennial and Gen Z heirs over the next two decades, with only a small portion expected to be spent and the b