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💸 The largest wealth transfer in history is happening – but will younger investors play by the same rules? The FT reports that over $𝟭𝟬𝟬 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 will pass from boomers to their heirs in the next 25 years. Yet, 𝟳𝟬% 𝗼𝗳 𝗳𝗮𝗺𝗶𝗹𝗶𝗲𝘀 𝗹𝗼𝘀𝗲 𝘁𝗵𝗲𝗶𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 by the second generation. Key Takeaways: 🚩 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗦𝗵𝗶𝗳𝘁 𝗘𝗩𝗘𝗥: $18 trillion globally by 2030 – a record-breaking intergenerational transfer. 🚩 𝗡𝗲𝘅𝘁-𝗚𝗲𝗻 Investors 𝗧𝗵𝗶𝗻𝗸 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆: • 72% of younger investors believe traditional stocks and bonds won’t deliver above-average returns. • 3x more focus on alternative assets like crypto, start-ups, and private equity. • Nearly half already own cryptocurrencies; 45% own physical gold. • High Risk, High Reward: Heirs aren’t just preserving wealth - they’re redefining what wealth looks like. 🔑 As the next generation reshapes portfolios, 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗰𝗿𝘂𝗰𝗶𝗮𝗹 to keep risk in check and ensure wealth endures. Chandrima Das Martin Pickrodt #WealthTransfer #NextGenInvesting #FamilyLegacy #IntergenerationalWealth

The great wealth transfer

The great wealth transfer

ft.com

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