The Great Wealth Transfer

Over the course of the next 25 years, $68.4 trillion will be in motion. Cerulli’s latest report, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2018: Shifting Demographics of Private Wealth, examines this sizable shift and what it means for the wealth management industry. This report will be available on Thursday, November 29th.

$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.

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.

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