The Great Wealth Transfer in 3 charts

The Great Wealth Transfer in 3 charts

AlessandroBiascioli // Shutterstock The Great Wealth Transfer in 3 charts 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 of assets from older generations to millennials and Generation Z may profoundly reshape financial influence and spending priorities in America. By one estimate, the Silent Gen…

Passing wealth: Julius Baer’s modern approach

As intergenerational wealth transfer tops the agenda for ultra-high-net-worth families, Julius Baer’s Wealth Planning team shares how they integrate legacy conversations into long-term structuring, empower next-gen stewardship, and guide clients toward purpose-driven giving. According to the Julius Baer Family Barometer 2024, 37% of wealth transfer discussions still take place informally, without structured planning or documentation. Yet the sam…