The largest wealth transfer is set to happen in 2045: Global wealth is at its peak, and wealthy baby boomers are expected to pass on $72.6 trillion in assets to millennial heirs.
In this update of our 20-conversation series with Javelin Wealth Management’s Wei Hern Goh joins Andrew Crombie, Chief Brand Officer of Crombie Consulting as he shares on why this wealth transfer has “the massive potential to profoundly change the world in the next 10 to 15 years”.
With this transfer comes a significant shift in aspirations. Modern investment themes, such as ESG and digitalisation, have become ‘must-haves’ in portfolios. Having said this, the wealth management industry must prepare for the implications and opportunities around inter-generational wealth transfer.
In our video, you’ll find answers to these thought-provoking questions:
1) Will this wealth transfer result in massive disruptions?
2) How can the next generation make better informed investment decisions?
3) How well is the wealth transfer baton being passed on to the next generation?
Have a look and share your thoughts!
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