$83.5 Trillion Wealth Transfer Underway as Younger Generations Shift Inheritance Strategies
An estimated $83.5 trillion is expected to transfer from baby boomers and older entrepreneurs to younger generations over the next two decades, according to UBS. Heirs are showing a preference for diversified assets, private markets, and cryptocurrencies rather than traditional holdings like real estate or local blue-chip shares.
Topics: family wealth management investment trends wealth transfer