WEDNESDAY, MAY 25, 2022 | 12:00 PM 1:00 PM ET
An estimated $30 trillion to $68 trillion will be transferred from baby boomers to future generations over the next 20-30 years, typically with the aid of a trusted wealth manager or financial advisor.
Boomers are said to hold 70% of all disposable income in North America.
43% of family-owned businesses don’t have a succession plan.
70% of family-owned businesses fail to plan the transition from the first generation to the second, 90% fail to transition to the third generation.
These are the numbers that are often thrown around in conversations about the “Great Wealth Transfer.”
Join us for a conversation with Susan St. Amand, Founder and President of The Sirius Group Inc.
What you’ll learn:
- What is the role of family business in the Great Wealth Transfer?
- How will women influence the Great Wealth Transfer?
- How is the changing role of women influencing family businesses?
- How do we help families think with an intergenerational lens?
Panelist
The Sirius Group Inc. (Sirius Financial Services)
Hosts
The Covenant Group
The Covenant Group
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