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The Great Wealth Transfer
The Great Wealth Transfer
The Great Wealth Transfer
The Great Wealth Transfer is the transfer of wealth from the baby boomer and silent generations to their children and grandchildren over the next 20 years. It is estimated that $84.4 trillion in assets will be passed down through 2045, with $72.6 trillion going to heirs and $12 trillion to charities. Baby boomers are expected to transfer
The Great Wealth Transfer is the transfer of wealth from the baby boomer and silent generations to their children and grandchildren over the next 20 years. It is estimated that $84.4 trillion in assets will be passed down through 2045, with $72.6 trillion going to heirs and $12 trillion to charities. Baby boomers are expected to transfer $53 trillion, or 63% of the total, while the silent generation will transfer $15.8 trillion. The transfer will include cash, real estate, equities, and other forms of wealth.
The Great Wealth Transfer is expected to impact millions of families and could make many people millionaires. These families need more than wealth management. They need professionals who are not soley focused on wealth maintenance, but focused on wealth growth.
Family Office Consultancy will fill that need.
Family Offices For All
The Great Wealth Transfer
The Great Wealth Transfer
Having professional wealth management and investment experts manage a family's money is no longer just the purview of the wealthy. The New Wealthy need guidance. The solution: Family Ofice Consultancy. We are the first consultancy for the establishing, growing and maintaining of generational wealth via a professional Family Office for ordinary families who number in the millions.
Launching 2025!
The Great Wealth Transfer
Launching 2025!
Family Office Consultancy will begin operations in 2025. We are seeking to a Registered Investment Advisor.
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