Modern Wealth Management的动态

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Historically, the transfer of wealth from one generation to the next was a more gradual process, often limited to smaller amounts of inheritance or family savings. But today, the scale has increased in a big way. Call 703-216-2139 for a FREE No-Obligation Consultation or visit www.Agent4ThePeople.com #buyingandsellingahome #agent4thepeople #realestatewithJenniferDorn #northernvirginiahomesforsale #realestateagent #A4TPT

Interesting article on the great wealth transfer.

Despite succession planning being high on their agendas, many families are failing to do enough to involve younger generations in the management of their wealth. Empowering the next generation to inherit wealth, while creating a robust governance for family wealth and investments, is crucial for families to preserve assets across generations, especially amid the largest intergenerational transfer of wealth in history. “Younger generations are interested in digital assets, but not just in trading. They're interested in the technology, in the ecosystem, and in the disruption aspect of digital assets, and will want to participate. Rather than rejecting the whole idea, the senior should let the younger cohorts explore the space and empower them in a way that is proportionate and suitable. To learn more, click below- https://lnkd.in/gY2v_3WQ #estateplanning #familyplanning #familylaw #trustsandestates #willsandtrusts #probate #legacyplanning #guardianship

The Great Wealth Transfer, Inequality and Preparing Heirs #pythia #coroebus #predictiveanalytics #goldenaeon #highachievers #business #finance #wealth #fintech #wealthtech #proptech #estateplanning #estate #realestate #money #wealthmanagement #assetmanagement https://lnkd.in/eNd5rY66

This much is true for the long-expected great wealth transfer, wherein a hefty sum of $84.4 trillion dollars is expected to move to younger hands by 2045 https://lnkd.in/gaMABGze

The Great Wealth Transfer -- now is the time to contemplate wealth transfer strategies and prepare your family for the same.

Is your wealth building plan to wait on an inheritance... Might be time to think about adjusting the plan, here's why

HOW CAN WOMEN MAKE THE MOST OF THE GREAT WEALTH TRANSFER? For women, Intergenerational wealth transfer can express core values such as security, freedom, and well-being for themselves and their families. However, studies have shown that only one in 10 women (12%) have discussed generational wealth transfer with a financial adviser, though 54% agree that working with financial professionals would make it easier to plan for and reach family consensus around wealth transfer and inheritance. There is still time to plan and have the “transfer talk” with loved ones. >>Comment on this post to begin the conversation. We combine our specialized expertise with the financial strength and extensive resources of Northwestern Mutual and the Private Client Group. #wealthtransfer #estateplanning #bequeath https://lnkd.in/eKtM_GAt

Over two-thirds (70%) of high-net-worth investors are concerned about their heirs “using their inheritance wisely,” according to new research and a survey of 4,500 high-net-worth investors–individuals with more than $1 million in liquid assets.