Generational Wealth Transfer

Generational wealth transfer refers to the process of passing on accumulated assets—such as money, property, investments, or businesses—from one generation to the next. It often occurs through inheritance, gifts, or estate planning, and is essential for sustaining financial stability and growth within families over time. Effective management and planning can help preserve wealth, minimize taxes, and ensure the transfer aligns with each family's long-term goals. This process plays a crucial role in shaping economic opportunity, reducing inequalities, and supporting future generations’ financial security.