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How to Manage Intergenerational Wealth Transfer


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Since the pandemic’s start, baby boomers are retiring at double the rate, around 20,000 each day. With this significant increase, plus the eventual $70 trillion wealth transfer from this group, is your firm prepared for what comes next?

Many advisors find themselves in a predicament where the future of their business could change instantly. Boomer’s heirs are “digital natives” who not only take to technology intuitively, they often prefer it to human interaction for obtaining information and conducting business. This whitepaper, How to Manage Intergenerational Wealth Transfer: Three critical strategies for advisors, explores steps advisors can undertake to increase the likelihood of retaining assets during this historic transfer of wealth.

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