Over $100 trillion is set to change hands in the coming years. That’s not just numbers on a balance sheet—it’s family stories, dreams, and decades of hard work being passed down. Inheritance isn’t just a financial event. It’s emotional, it’s complicated. And it’s already on your clients’ minds. Generational wealth transfer poses a powerful opportunity for financial advisors to step up, not just to manage wealth, but to guide families through one of the most meaningful transitions of their lives.
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