On January 1, 2026, the leading edge of the Baby Boom generation reached a symbolic and practical threshold: age 80.

Forbes contributors publish independent expert analyses and insights. I help ultra-high-net-worth families achieve multigenerational wealth. Media headlines about the wealth and succession plans of ...

While reliable data shows that the very rich are, for the most part, getting much richer, some families go from "riches to rags" by failing to carefully pass down wealth from generation to generation.

The generation born between 1981 and 1996 has built wealth faster than either Generation X or baby boomers in the 2020s, according to several recent reports. Another batch of studies show that ...

IRVINE, Calif., Nov. 27, 2025 / PRZen / Over $84 trillion will transfer from Baby Boomers to their heirs in the coming decades, sparking conversations about building lasting family wealth. But Offiro ...

Baby boomers are officially the wealthiest generation, holding more than $85 trillion in assets, according to data from the Federal Reserve. Baby boomers still hold over half of the nation’s wealth, ...

Younger adults are on the cusp of a historic windfall as older Americans begin passing on an estimated $38.3 trillion in ...

You’ve dedicated your life to ensuring the financial security of your family. However, without proper preparation, your estate may be unnecessarily depleted, undermining the fruits of your work.

Ann Rosevear, Esq., is president and chief trust officer of Dunham Trust Company, where she leads the structuring and administration of trusts for high-net-worth clients and families with complex ...

ORLANDO, Fla. – This week on the Season 7 premiere of “Black Men Sundays,” host Corie Murray interviews Wealth Advisor LaVaisha Davis. Davis, founder of Ell Wess Advisors, knows that many of us are ...

The great money transfer: Younger generations set to receive $38.3 trillion in wealth over next decade - ‘The next ...