What ultra-wealthy families do differently with money, according to a UBS private wealth advisor
The largest handoff of private wealth in modern history is already underway. Cerulli Associates projects that wealth transferred through 2048 will total $124 trillion, with $105 trillion expected to flow to heirs and $18 trillion going to charity. More than half of that volume, roughly $62 trillion, is expected to come from high-net-worth and ultra-high-net-worth […]
