The Wealth Transfer Tsunami

The Wealth Transfer Tsunami

What the Great Wealth Transfer Looks Like

The great wealth transfer from Baby Boomers to their Gen X and Millennial children is estimated to be anywhere from $36-68 trillion over the next 25 years, creating an equal measure of opportunities and dangers for financial advisors over the next decade. What percentage of your assets under management is with clients over the age of 70?

In this white paper, The Wealth Transfer Tsunami, we detail what this wealth transfer looks like, how advisors can protect themselves from losing assets as older clients’ assets are passed to their families and strategies for exploiting this wealth transfer tsunami to grow their practices.



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