The Great Wealth Transfer & Planning Opportunities
“Life affords no greater responsibility, no greater privilege, than the raising of the next generation.” This quote from former U.S. Surgeon General C. Everett Koop highlights a powerful truth: for many, the ultimate goal isn't just financial security—it's leaving a meaningful legacy. Over the next two decades, an estimated $84 trillion will pass from the Silent Generation and Baby Boomers to their heirs, in what's been dubbed the Great Wealth Transfer. But this shift is about more than money. It’s already transforming how families think about financial planning, charitable giving, and legacy-building.