Browsing: Inheritance
The UBS Billionaire Ambitions Report 2023 underscores a critical and urgent need — over the next two to three decades,…
Gen Z may not be able to afford a house or the cost of living now—but give it 10 years. They’re on track to gain $36 trillion and become the richest generation
Gen Z is living the paycheck-to-paycheck 20’s lifestyle—splurging on high rent costs and dishing out 99 cent ramen noodles. Yet…
Millionaire parents are taking Gen Z kids to bespoke conventions to prepare them for the $90 trillion Great Wealth Transfer
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This as-told-to essay is based on a conversation with Ari Brojde, co-founder and CEO of Estateably, an estate, trust and…
Inside a Fortune 500 CEO’s manic plan to escape the U.S. ‘death tax’: ‘It’s not that I’m selfish for myself’
Harvey Schein was once one of the most influential of globe-trotting Fortune 500 CEOs. Darting between New York and Tokyo…
Europe’s millionaires are taking their Gen Z kids to bespoke conventions to prepare them for the $90 trillion Great Wealth Transfer
The $90 trillion Great Wealth Transfer is set to rebalance the generational income gap as the Silent Generation and Baby…
HP stuck ‘on the horns of a dilemma’ as it mulls pursuing Mike Lynch’s family for $4 billion Autonomy claim
Jaded tech group Hewlett Packard has kept a low profile in the wake of Mike Lynch’s death last week, seeking…
The heirs of one of the world’s richest bankers, Joseph Safra, have reached an agreement that ends a years-long, international…
Millennials and Gen X will inherit $83.5 trillion in the next two decades—but not before spouses of the wealthy obtain their $9 trillion
A windfall is on the cards for young people courtesy of a massive wealth transfer which will take place over…
Gen Xers, the forgotten child of the ‘Great Wealth Transfer,’ are first in line for $31 trillion worth of inheritances from the rich and ultra rich, new report finds
Generation X has become the overlooked, if not somewhat pitied, castaway of the Great Wealth Transfer headed Americans’ way. But…










