The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing ...

More than $100 trillion in household wealth is expected to be passed down as part of the Great Wealth Transfer, the largest in U.S. history, according to a new report. With personal wealth doubling ...

At the same time, PwC Canada says the M&A market has moved off the post‑2021 roller coaster and onto more stable ground in ...

Would governments really sit back and watch $80 trillion slip through their fingers? UBS chief economist Paul Donovan doesn’t think so. His modeling points to an unprecedented shift in private ...

Much has been written about the Great Wealth Transfer, a historic passing of assets from the oldest Americans to younger generations over the next two decades. But the kids may have to wait. Between ...

The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets expected to change hands over the next 25 years. While the majority of this ...

Nearly $300 billion was inherited this year as the Great Wealth Transfer picks up speed, showering family members with immense windfalls. According to the latest UBS Billionaire Ambitions Report, 91 ...

Discover the essentials of family wealth transfer planning, including strategies, tax considerations, philanthropy, and family dynamics. Start planning now.

The boomer-gen X net worth gap narrows as younger Australians experience a boom in average household wealth, new analysis suggests.