A Transfer of Wealth is Coming


Per a report by Impact Assets, over the next several decades, it is estimated that $30 trillion in financial and non-financial assets will pass from Baby Boomers to their heirs in North America alone. Many of those being Millennials and Gen Xers. No doubt many investment services are working to better understand how the Millennial ticks and how they can get their share of those dollars.Millennial Perspective Report