The ultra-high-net-worth will move at least $16 trillion to the next generation over the next 30 years in what will be the biggest wealth transfer in history.
That's according to Wealth-X and the NFP Family Wealth Transfers Report, which said that the U.S. alone will be responsible for $6 trillion of that amount.
A lot of that wealth is concentrated in the ownership of privately held businesses, the report noted.
Recommended For You
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
