The Great Wealth Transfer Will Be Smaller Than You Think, Study Says

Published on July 14, 2026

Not all of the money will pass down to the next generation.

Continue reading on website
Other news

RIA Caprock Makes 2nd Acquisition to Date with $4B Austin-Based Team

July 14, 2026
Venturi Private Wealth will operate under the Caprock brand in exchange for the $16B RIA's family office capabilities.

Caprock To Buy Texas RIA With $4B AUM

July 14, 2026
Venturi Private Wealth will give Caprock offices in Austin and Oklahoma City.