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UBS Predicts $74 Trillion Wealth Transfer: Prepare Heirs Now

12/25/2025

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Summary

Story summary

UBS projects a historic $74 trillion wealth transfer from high-net-worth families over the next 25 years, with $5.9 trillion expected to pass to heirs by 2040.
Richard Orlando, founder of Legacy Capitals, emphasizes open communication about wealth to prevent heirs from being unprepared.
He advises families to gradually increase transparency and create clear plans for inheritance and philanthropy.
He urges parents to avoid micromanaging to foster leadership within future generations.

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Story summary

UBS projects a historic $74 trillion wealth transfer from high-net-worth families over the next 25 years, with $5.9 trillion expected to pass to heirs by 2040.
Richard Orlando, founder of Legacy Capitals, emphasizes open communication about wealth to prevent heirs from being unprepared.
He advises families to gradually increase transparency and create clear plans for inheritance and philanthropy.
He urges parents to avoid micromanaging to foster leadership within future generations.