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Millennials and Gen X will inherit $83.5 trillion in the next two decades—but not before spouses of the wealthy obtain their $9 trillion

The report from UBS also had some good news for consumers. Not only is it easier to climb the wealth ladder than it is to fall back down it, but in the U.S., individuals across the income spectrum are set to get wealthier. Read More

How Gen X, millennials are innovating family offices

The “Great Wealth Transfer” is in full swing, as over $100 trillion is expected to be transfered from older generations to their heirs through 2048, according to Cerulli Associates.  Goodboy Picture Company | E+ | Getty Images As the baton of wealth is inherited by younger generations, the heirs of wealthy families are taking a … Read more

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