Wealth and Asset Management
Great Wealth Transfer drives rise in multi-generational planning
As the Great Wealth Transfer — a decades-long shift expected to move $84 to $124 trillion from Baby Boomers to heirs and charities — gains momentum, financial advisory firms are seeing a shift too, with an increase in serving entire families, rather than individual clients. Here’s how they’ve prepared and…
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Click here to read the full story: Rochester Business Journal