The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay indispensable by planning with both today’s clients and tomorrow’s heirs in ...
Report highlights the generational wealth wave forcing a new playbook for luxury real estate advice dubbed ‘nest investing’ ...
Findings show that 52% of the projected property wealth transfer will take place in the U.S. as assets shift away from baby ...
The Independent on MSN
Younger generations set to receive $38.3M in wealth over next decade
The great money transfer: Younger generations set to receive $38.3 trillion in wealth over next decade - ‘The next ...
Coldwell Banker Real Estate LLC, today released the Coldwell Banker Global Luxury® program's 2026 Trend Report, which finds that Gen X and Millennials are set to be the two largest cohorts to inherit ...
Gen X and millennials set to inherit historic amount of wealth over the next decade - ‘The next generations are inheriting a ...
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 ...
Gen X and millennials emerge as biggest beneficiaries of the ‘Great Wealth Transfer’ as baby boomers pass on money, property ...
The numbers are staggering. Over the next two decades, more than $84 trillion is set to move from baby boomers to their heirs—the largest transfer of wealth in human history. For context, that’s ...
Over the next 20 years, $124trn will shift hands in the largest wealth transfer in history. More than numbers, this moment ...
UBS Global Wealth Management on why innovation is the true differentiator Despite its 163-year history, UBS continues to push ...
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