How Financial Advisors Can Build Relationships With Heirs Before the Wealth Transfers
June 11, 2026
Key Takeaways An estimated $124 trillion in wealth will change hands by 2048, according to Cerulli Associates, with roughly $105 trillion flowing directly to heirs. For wealth firms and financial advisors, that figure should spark both opportunity and urgency. Because while the assets transfer, the relationships very often don’t. The...