Over the next 25 years, nearly $124 trillion will change hands, marking the largest wealth transfer in history, according to Cerulli Associates. This transition will happen in stages: first to spouses (predominantly women), then to Gen X, Millennials, and Gen Z.
Yet with so much information—and so many competing voices—many inheritors won’t know where to begin. Financial jargon, complex strategies, and a lack of trusted relationships often leave individuals feeling overwhelmed. Confidence suffers when expectations aren’t met because every investor engages with wealth differently. That’s why families need tailored tools, conversations, and strategies to feel prepared.
