The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets ...

Women live longer than men, and wealth will transfer across spouses before it moves from baby boomers to the next generation.

The “Great Wealth Transfer” isn’t just about older Americans leaving their wealth to their kids, either. About $18 trillion ...

The $124 trillion great wealth transfer is intensifying as inheritance jumps to a new record, with one 19-year-old reaping the rewards N early $300 billion was inherited this year as the Great Wealth ...

A quiet crisis inside the family office The modern family office looks more sophisticated than ever, yet many are sitting on a quiet crisis. Investment processes, reporting, and structures have ...

Just 17% of Baby Boomers say their heirs are 'very well informed' about their level of wealth. There is a significant gap in the percentage of Baby Boomers who agree it's important to talk about an ...

As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

In 2025, global billionaire wealth reached an all-time high, driven by business innovation and the largest, multi-generational inheritance wave in the history of this report.

Firms like Northwestern Mutual are taking a page from industries such as accounting and law in offering equity as a way to ...

Giving teaches responsibility, empathy, and purpose across generations, making it a vital part of lasting family wealth. Here ...