Robuta

https://www.khaleejtimes.com/business/economy/great-wealth-transfer-sparks-major-shift-in-uaes-family-business-ownership
Deloitte experts say next‑generation leadership, governance reform and institutionalisation are redefining the future of privately held enterprises
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https://fisv.com/perspectives/the-great-wealth-transfer-a-new-era-in-wealth-management
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https://www.socialsciencespace.com/2025/12/women-will-inherit-trillions-in-the-great-wealth-transfer-what-will-they-go-with-it/
Dec 8, 2025 - In the November edition of The Evidence, Josephine Lethbridge explores an historic shift in global wealth – and its potential to reshape charitable giving....
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https://www.tbf.org/news-and-insights/videos/2024/december/racial-wealth-equity-conversation-great-wealth-transfer-recap
Research shows the "Great Wealth Transfer" of more than $70 trillion from Baby Boomers to their descendants has the possibility of exacerbating...
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https://newsroom.fidelity.com/pressreleases/fidelity--study-finds-the-great-wealth-transfer-leaves-families-poised-to-build-stronger-financial-f/s/3c72b6d3-9ab6-400a-95e7-f4b30e43db64
Nov 13, 2025 - BOSTON, November 13, 2025 – Fidelity Investments® today released data from the 2025 Family & Finance study, highlighting a powerful yet often overlooked...
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https://rbj.net/2025/10/29/great-wealth-transfer-rochester-advisors/
Oct 29, 2025 - Rochester advisors share how they’re preparing families for the Great Wealth Transfer with strategies for legacy, tax and values.
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