Practice Management


Managing Wealth Transfers Across Generations


Now is the Time for a Wealth-Transfer Plan



What’s at Stake?



$12T

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


$59T

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


What Can You Do?


Footnotes