Boomer Wealth Transfer Set to Favor America’s Richest Families

Published on July 14, 2026

The expected “great wealth transfer”— with $93 trillion in assets changing hands—may be less dramatic than headline figures suggest.

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Making Sure the ‘Great Wealth Transfer’ Doesn’t Turn Into the ‘Great Client Exodus’

July 14, 2026
Over the next 20 years, the industry’s great wealth transfer is expected to put more than $84 trillion in the hands of new family members and other beneficiaries as Baby Boomers increasingly enter their 80s. This large migration of assets could also signal a great client exodus for advisors, if they aren’t able to connect with the new stewards of this wealth.

Buffett to Offload Berkshire Stake in 8 Years, Gates Snubbed

July 14, 2026
The 95-year-old philanthropist plans to give shares of Berkshire Hathaway to the Sherwood Foundation, the Howard G. Buffett Foundation and the NoVo Foundation, each led by his children.