The Great Wealth Transfer is reshaping how families hold their assets and plan for the future, influencing decisions across generations.
As an unprecedented amount of wealth begins to move from the baby boomer generation to the next, families are approaching succession with a renewed focus on advanced planning, governance and long-term stability. Increased global mobility, more complex asset bases and changing views of wealth across generations are all contributing to a shift in thinking. Many families are placing greater emphasis on preparation and collaboration to support continuity and reduce the risk of conflict, particularly as intergenerational wealth transfers become more visible.This page brings together a number of themes and issues that explain the factors shaping modern succession planning and offers context for the decisions families need to consider. Whether you are beginning to think about long term plans or responding to new challenges, our insights sets out
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