Jersey Finance is proud to launch its latest
private wealth thought-leadership report, Flourishing Futures:
Making Succession a Success.
Written in partnership with top law firm, Bedell Cristin, the
report sets out to address the challenges arising from the
intergenerational transfer of wealth, dubbed by economists and
financial observers as the 'Great Wealth
Transfer'.
In the next 30 to 40 years, the 'Great Wealth Transfer'
will see an estimated US$30 trillion of wealth pass down to the
present-day generation in the USA alone.
The report, focusses on succession planning and how existing
trust structures, established 30 plus years ago, might be affected
by the next generation of beneficiaries.
