Financial Margin

The Great Wealth Transfer is Upon Us!


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According to projections from Cerulli Associates; “Between now and 2045, multigenerational wealth transfer in the U.S. will total $84.4 trillion, with $72.6 trillion in assets going to heirs and $11.9 trillion donated to charities,...”. Now I have seen the asset transfer number estimated for the last few years and it seems to only balloon further as time goes by. Now this is much to do with what we’ve experienced in economic growth through assets surging in value, but it’s important to keep in mind that even at the current estimate–this is a significant topic of discussion that not many are actually discussing.
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Financial MarginBy Jared Humphries

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