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The Next Generation of Wealth Holders in the United States

Published by: BNY Mellon


Over the next two decades, it’s estimated that Baby Boomers will pass along nearly $84 trillion in wealth to their heirs and charities, with Generation X being the largest recipient.* With so much at stake during the “Great Wealth Transfer,” BNY Mellon Wealth Management partnered with Campden Wealth to conduct a comprehensive study capturing the attitudes and experiences of the next generation (“Next Gen”) of ultra-high-net-worth (UHNW) individuals.




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