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Uniting Around a Legacy: Generational Wealth Transfer

Brown Advisory

We find that these clients—often referred to with labels such as “millennials” or “next-gen”—face very different circumstances than their parents did, and thus they often make different decisions. Clients that are relatively early in their careers are generally working to build wealth and save for the future.

Clients 52
article thumbnail

Uniting Around a Legacy: Generational Wealth Transfer

Brown Advisory

We find that these clients—often referred to with labels such as “millennials” or “next-gen”—face very different circumstances than their parents did, and thus they often make different decisions. Clients that are relatively early in their careers are generally working to build wealth and save for the future.

Clients 52