$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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About Cerulli Associates



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.



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