[ORGANIZATION]
Cerulli Associates
Featured in 8 tracked stories · first seen
Situations
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
Family estate planning and property management
19 clusters · 40 sources · last updated
Latest: Real estate inheritance challenges and strategic planning
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
US Baby Boomer demographic shifts
2 clusters · 4 sources · last updated
Latest: Aging Baby Boomers drive shifts in senior care and healthcare ownership
The aging Baby Boomer demographic in the United States is driving broad socioeconomic shifts across housing, wealth, and healthcare sectors. In the housing and financial sectors, the generation is central to the ‘great
Also covered in
-
Real estate serves as a cornerstone for building generational wealth
[BUSINESS] · 2 sources ·
-
United States sets permanent $15 million inheritance tax exemption
[BUSINESS] · 2 sources ·