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ARTICLE · 19 OCTOBER 2018

Overheard at Crowe Soberman | The Great Wealth Transfer

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Values don't always remain constant from one generation to the next.

CanadaFamily and Matrimonial
Alexandra Spinner
Alexandra Spinner
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Overheard at Crowe Soberman is a series of blog posts and videos where we talk about the things we talk about around the office and with our clients except with the cameras or recorders on. It's sort of like going out for coffee with one of our Crowe Soberman experts, but without the caffeine jitters. Feel like you need more? Connect with our author below.

Accenture reports that over the next 30 to 40 years, our society will experience the greatest wealth transfer in history with multiple trillions of dollars passing from boomers to their heirs. Even though a future heir can be established and self-sufficient, if they inherit a substantial amount of money, there's a large responsibility that comes along with being a steward of that wealth. We sat down with Tax Partner and SuRE (Succession, Retirement and Estate Planning) Group member, Ali Spinner, so she could share her advice for those passing wealth on to future generations.

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