Insights into giving and inheriting wealth across generations

Within a generation, over $400 billion is expected to be passed down to inheritors in Canada. How are Canadian families preparing for one of the largest transfers of wealth in history? And will inheritors be ready?

 

“It’s up to the givers of wealth to proactively prepare the next generation to manage that wealth.”

 

Wealth Transfer Report

Wealth Transfer Report

It's estimated that within a generation, US$4 trillion will be passed down to inheritors in Canada, the United Kingdom and the United States. Yet wealth rarely endures long enough to create a legacy that lasts for multiple generations.

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