Estimates Differ Significantly: Great Wealth Transfer Could Be $105 Trillion or $36 Trillion
Cerulli Associates estimates that baby boomers will transfer over $105 trillion to heirs by 2048, while a new Visa study suggests the figure is closer to $36 trillion. The discrepancy highlights uncertainty around the scale of the great wealth transfer and its implications for financial services and investment strategies.
Topics: baby boomers financial planning inheritance estimates wealth transfer