The Great Transfer
What you need to know
June 12, 2025
The largest generational wealth transfer in history is underway. Over the next two decades, $84 trillion will pass from Baby Boomers and the Silent Generation to their heirs — predominantly Millennials.
What does it mean for investors, families, and the future of philanthropy?
&Partners founding partner Kristi Mitchem explores the key shifts ahead, what’s at stake, and three steps we can take to prepare.
Related content
In the News
28 Jul 25
The $34T Opportunity That Could (Finally?) Prompt More Hiring of Women FAs
Women will control $34 trillion by 2030, yet only 23% of advisors are women. Wealth management firms have an opportunity to hire more women advisors. &Partners is leading the way.
Insights
23 Jun 25
Rapid Response: Ramifications of the “One Big Beautiful Bill”
President Trump’s new bill introduces sweeping tax and spending changes. Read about implications — from tax cuts to estate planning and market risks.