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Wharton Executive Education Guides Ultra-High-Net-Worth Families and Their Advisors With New Wealth Management Programs
July 19, 2024
PHILADELPHIA, Pennsylvania, July 19 -- The University of Pennsylvania's Wharton School issued the following news release:

"We are at the beginning of the greatest intergenerational transfer of wealth that has ever happened," says Wharton professor Raffi Amit. The reporting backs him up. Baby boomers and the silent generation are expected to bequeath about $84 trillion by 2045, most of it going directly to their heirs, according to the New York Times.

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