Practice Management

Managing Wealth Transfers Across Generations

Now is the Time for a Wealth-Transfer Plan

What’s at Stake?


Already inherited by the Baby Boomer generation 1

$30T +

Expected to transfer from Baby Boomers to Gen X and Millennials from 2011 to 2048 2, 3


Projected to change hands when expanding the timeframe from 2007 to 2061 4

What Can You Do?