The $124 Trillion Wealth Transfer Will Create Winners, Losers, and Forced Sellers at Scale

Learn how the Great Wealth Transfer will expose every weak estate plan—and what you can do to preserve the wealth, avoid preventable loss, and position yourself to acquire what others cannot keep.

Cerulli Associates estimates that approximately $124 trillion will transfer through 2048.

• About $105 trillion is expected to pass to heirs.

• Roughly $18 trillion will be directed to charitable organizations.

• Nearly $100 trillion will originate with Baby Boomers and older generations,

• And more than half of the total transfer is expected to come from high-…