by Geoff Thomas
Chief Product Officer

The greatest intergenerational wealth transfer in history has begun. Over the next 30+ years, Baby Boomers will pass an estimated $30 trillion to $60 trillion in assets to their Millennial and Gen Z heirs. At the peak of the transfer, 2031-2045, 10% of total wealth in the U.S. will change hands every five years.1
 
This is the Big Shift.
 

Are you Ready?

Learn what the inheriting generations value, find out what you can do to earn their business and, most importantly, learn how to reach them now.

 

 

1 Accenture, “The ‘Greater’ Wealth Transfer,” 2015

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