$68 Trillion Assets in Motion.

Cerulli Associates projects that nearly 45 million U.S. households will transfer a total of $68.4 trillion in wealth to heirs and charity over the course of the next 25 years.

HNW-Walth-Transfer_part-1.png

Generation X stands to be the primary beneficiary.
By the end of the 25-year period, Baby Boomers will be replaced by Gen X as the generation with the greatest wealth.

HNW-Walth-Transfer_part-2.png


Let's Talk.

We’ve got the answers to your questions. If you’re interested in learning more about the insights produced for this report and what they mean for your business, connect with us.



About Cerulli Associates

Research_circle.png

Research

Our research offers in-depth analyses of asset management and distribution issues around the globe. We cover market sizing, new products, distribution, sales and marketing, pricing, and projections for future growth and product development.
 

Historical-data_circle.png

Analytics

Our interactive market intelligence platform consists of dynamic charts and visual displays that allow users to quickly answer important industry questions.

Consulting_circle.png

Consulting

Our strategic consulting combines our expertise in research and data collection, industry-focused thought leadership, and 25 years of experience to provide our clients with targeted guidance on their most important strategic issues.