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With $124 Trillion Set to Transfer Through 2048, Are Wealth Managers Ready?
News December 09, 2024 at 04:01 PM
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What You Need To Know
- Over the coming decade, almost all transfers will come from baby boomers and older generations.
- Analysts project that $54 trillion will be transferred between spouses before it is transferred to heirs.
- Wealthy households have come to expect a significant degree of bespoke services within their advised relationships.
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