Wealth and Asset Management
The Great Wealth Transfer Will Radically Change Financial Services
Much has been written about the monumental change on the horizon known in financial services as “the Great Wealth Transfer.” Over the next two decades, parents and grandparents are expected to pass down trillions of dollars (approximately $84 trillion, by one estimate) to charities and younger generations—particularly, Millennials and Gen…
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Click here to read the full story: Forbes