The notion of a 100-year life is no longer speculative. Advances in medical science, wellness innovations, and lifestyle ...
UBS forecasted that boomers’ assets, which included real estate as well as cash, would transfer to the younger generations ...
However, it’s difficult to predict how long that “ball” will last. What happens if it ends before you expect it to? Creating generational wealth is about building a well-thought-out plan for ...
Pierre teaches that Estate planning is more than just deciding who gets what, anyone can do that on the back of a napkin.
As the country's largest generation ... long-term care expenses. This can lead to situations where younger generations have not saved adequately and are playing “catch-up” later in life.
“It needs to be evaluated on a consistent basis, and as life changes, your plan may have to change and adapt to those changing needs.” U.S. generational cohorts have wealth on their minds ...
Business owners must cultivate a culture that emphasizes scalability, long-term financial stability, and the creation of generational wealth. To achieve this, entrepreneurs should take actionable ...
For clients who have built up wealth over a lifetime, their heirs are likely to be paramount in their thoughts, but generational wealth ... financial goals included long-term plans such as ...
Mohammad Alblooshi, CEO of DIFC Innovation Hub, said: “We stand on the crossover of a monumental generational wealth transfer in the Middle East in an era when wealth portfolio compositions are ...