
March 6, 2025
Generational shifts: Fulfilling clients’ charitable wishes
by Ashley Coldiron, Chief Development Officer A major wealth transfer is underway as Baby Boomers prepare to pass assets to their Gen X and Millennial children. The numbers are staggering—$124 trillion in U.S. wealth is expected to change hands by 2048, with $105 trillion going to heirs and $18 trillion earmarked for philanthropy. For advisors, […]
Read Post