Data on the State of PlaySep 22, 2025Below are some interesting data points on the current state of play for the largest generational wealth transfer in human history. Balancing these facts with the sentiments noted in this Instagram post - https://lnkd.in/gbweeqQd - and I believe there is a through-line here.The Boomer generation (generally, not specifically, think homeowners 60+ old who have won at the game of life) deserves to Live Their Legacy. They have a unique opportunity to do more than just leave money after they pass. Imagine the smile on a child or grandchild's face when they access a reasonable portion, not all, of their future inheritance today? Imagine how they can move their lives forward...This isn't about being greedy or financial annexation. This is about helping the next generation today and tomorrow, not just tomorrow once the estate has settled. We have the ability to provide for our children at a critical time without impacting the parents' quality of life. This kind of family help has largely been the way of most cultures, it is a timing issue, not a cultural issue.We can also do this with more transparency and accountability and conversation today than ever before. We can help families keep money in the family, and everyone can move their lives forward…
Data on the State of PlaySep 22, 2025Below are some interesting data points on the current state of play for the largest generational wealth transfer in human history. Balancing these facts with the sentiments noted in this Instagram post - https://lnkd.in/gbweeqQd - and I believe there is a through-line here.The Boomer generation (generally, not specifically, think homeowners 60+ old who have won at the game of life) deserves to Live Their Legacy. They have a unique opportunity to do more than just leave money after they pass. Imagine the smile on a child or grandchild's face when they access a reasonable portion, not all, of their future inheritance today? Imagine how they can move their lives forward...This isn't about being greedy or financial annexation. This is about helping the next generation today and tomorrow, not just tomorrow once the estate has settled. We have the ability to provide for our children at a critical time without impacting the parents' quality of life. This kind of family help has largely been the way of most cultures, it is a timing issue, not a cultural issue.We can also do this with more transparency and accountability and conversation today than ever before. We can help families keep money in the family, and everyone can move their lives forward…
Below are some interesting data points on the current state of play for the largest generational wealth transfer in human history. Balancing these facts with the sentiments noted in this Instagram post - https://lnkd.in/gbweeqQd - and I believe there is a through-line here.The Boomer generation (generally, not specifically, think homeowners 60+ old who have won at the game of life) deserves to Live Their Legacy. They have a unique opportunity to do more than just leave money after they pass. Imagine the smile on a child or grandchild's face when they access a reasonable portion, not all, of their future inheritance today? Imagine how they can move their lives forward...This isn't about being greedy or financial annexation. This is about helping the next generation today and tomorrow, not just tomorrow once the estate has settled. We have the ability to provide for our children at a critical time without impacting the parents' quality of life. This kind of family help has largely been the way of most cultures, it is a timing issue, not a cultural issue.We can also do this with more transparency and accountability and conversation today than ever before. We can help families keep money in the family, and everyone can move their lives forward…
Below are some interesting data points on the current state of play for the largest generational wealth transfer in human history. Balancing these facts with the sentiments noted in this Instagram post - https://lnkd.in/gbweeqQd - and I believe there is a through-line here.
The Boomer generation (generally, not specifically, think homeowners 60+ old who have won at the game of life) deserves to Live Their Legacy. They have a unique opportunity to do more than just leave money after they pass. Imagine the smile on a child or grandchild's face when they access a reasonable portion, not all, of their future inheritance today? Imagine how they can move their lives forward...
This isn't about being greedy or financial annexation. This is about helping the next generation today and tomorrow, not just tomorrow once the estate has settled. We have the ability to provide for our children at a critical time without impacting the parents' quality of life. This kind of family help has largely been the way of most cultures, it is a timing issue, not a cultural issue.
We can also do this with more transparency and accountability and conversation today than ever before. We can help families keep money in the family, and everyone can move their lives forward…