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77% of Retirees Want Inheritance Amid $84 Trillion Shift

6/18/2025

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Summary

Story summary

77% of retirees prioritize leaving an inheritance, yet only 64% feel ready to do so.
The U.S. anticipates an $84 trillion wealth transfer by 2045, mainly from Baby Boomers.
Many heirs are financially unprepared, with family dynamics complicating wealth preservation.
Family offices are rising to manage complex wealth, emphasizing intergenerational preservation and tailored strategies.

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Story summary

77% of retirees prioritize leaving an inheritance, yet only 64% feel ready to do so.
The U.S. anticipates an $84 trillion wealth transfer by 2045, mainly from Baby Boomers.
Many heirs are financially unprepared, with family dynamics complicating wealth preservation.
Family offices are rising to manage complex wealth, emphasizing intergenerational preservation and tailored strategies.