The numbers are truly staggering: In the U.S. alone, $70 trillion to $90 trillion is expected to change hands in the coming decades--transitioning from older investors to the members of Generation X, ...

A recent study of inheritors found many who were introduced early on to their family's advisor went on to work with that advisor. The Nuveen Wealth Inheritor Research Study also offered some insights ...

Advisors know that tens of trillions of dollars in accumulated wealth are soon to change hands. But embedded within the “great wealth transfer” is more opportunity than some perhaps realize. As older ...

For many of ultra-wealthy inheritors (net worth = US$100 million or more), philanthropy isn’t an ancillary benefit of extreme wealth – it’s a defining characteristic. Research suggests they are not ...

Close to $84 trillion in wealth will transfer to a younger generation of investors over the next 20 years, with as much as 30% of those funds being inherited by the end of 2030, according to new ...

Money isn’t the only thing passed down ultra-wealthy inheritors (net worth = $100 million or more). They like everyone else learn a lot from their elders. Sometimes the education is intended, and at ...

A few years ago, one of our earliest editions of our newsletter The Weekend Tea discussed the "Great Wealth Transfer"—a decades-long passing-on of cash, stocks, real estate properties, and other ...