Cheat Sheet

The Great Wealth Transfer

5 Minute Read

    Key Takeaways

     

    • An estimated 45 million U.S. households will transfer a whopping $68.4 trillion in wealth over the next 25 years to family members and nonprofit organizations.
    • Baby boomers will pass on 70% of the transfer but will still receive their own inheritances in the early years of the transfer.
    • Women and Generation X will reap the greatest benefits and transform their financial standing. Millennials will gradually increase their share of wealth ownership as their parents age.
    • Charitable organizations will directly receive 12% of the total transfer.

     

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