The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay indispensable by planning with both today’s clients and tomorrow’s heirs in ...

On January 1, 2026, the leading edge of the Baby Boom generation reached a symbolic and practical threshold: age 80.

Top advisors, Stan Gregor, CEO of Summit Financial LLC, and Todd Bryant, Founding Partner of Signature Wealth Partners, share ...

More than $80 trillion over 20 years—that's the scale of the coming wave of wealth expected to trickle down to younger Americans over the next two decades. Dubbed the Great Wealth Transfer, the shift ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For high-net-worth families, wealth often transcends mere ...

For high-net-worth families, wealth often transcends mere financial capital — it becomes a legacy that spans generations. It’s important to prepare the next generation to not only preserve their ...

Some inheritances arrive as checks in the mail. Others come with the weight of one generation’s dreams and fears. Over the next two decades, an estimated $84 trillion will change hands in the United ...

Building wealth is a lifelong endeavor, but it can look different at different stages. From Baby Boomers nearing retirement to Gen Z just entering the workforce, each cohort faces unique financial ...

Not long ago, wealth was typically built through years of corporate advancement, professional designations or leadership in family enterprises. But today’s fortunes are often created on a smartphone ...