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?


Susan St. Amand
Founder & President
The Sirius Group Inc. (Sirius Financial Services)


Norm Trainor
Founder & CEO
The Covenant Group
Keita Demming
Keita Demming, PhD
Development & Innovation
The Covenant Group