The Great Wealth Transfer

As Baby Boomers, the wealthiest generation in history, prepare to pass down $84 trillion in assets, subsequent generations face what is being called ‘The Great Wealth Transfer.’ Many Americans are unprepared for the complexities of managing this immense influx of wealth, highlighting the urgent need for expert financial guidance. This event will explore the critical questions families must consider, such as the impact they want their wealth to have, the tax and estate planning implications, and whether their advisors are equipped to navigate the challenges of wealth transfer and taxation.

Host or Publisher T.M. Wealth Management