Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why ...

Boomers are electing to keep their money until they die—putting the breaks on this $80 trillion generational wealth transfer.

It’s worth noting that many of the tactics you used to build a thriving business can directly apply to preserving your legacy as well.

If you’re a millennial or a Gen Xer, you’ve likely heard a lot about the looming “Great Wealth Transfer.” Baby boomers have ...

By fostering open dialogue, planning for the long term and empowering the next generation, families can ensure that their wealth is preserved and continues to thrive.

Donors are expected to give $2.5 billion in cryptocurrency in 2025, surpassing the $1 billion total donated in 2024.  That’s according to a new report published by The Giving Block, a US based ...

Growth prospects drive interest for PE firms. In 2025, we’re likely to see more selectivity, with strategic buyers ...

Alistair Berg / Getty Images Women stand to inherit roughly $40 trillion from their spouses during the Great Wealth Transfer, Cerulli Associates found. The Great Wealth Transfer refers to the ...

The Great Wealth Transfer from baby boomers to Gen X and millennials is often discussed, but with 70% of inheritances projected to go first to women, the industry isn’t talking enough about the ...

It’s a nice problem to have, surely, but when it concerns the $80 trillion Great Wealth Transfer the indecision could have major ramifications for both heirs and the rest of the U.S. economy.