D O W N L O A D  N O W:

The Impact of the Great Wealth Transfer from the Silent Generation and Baby
Boomers

Prepare for a Historic Wealth Shift


A remarkable $84 trillion will pass from the Silent Generation and Baby Boomers to younger generations in the next two decades. This significant transfer of wealth isn't just a transaction—it's about managing it with wisdom and sustainability.

eBook_ The Impact of the Great Wealth Transfer (1) cover.pdf

Why This eBook?


This guide will be an invaluable tool for anyone involved in transferring or receiving family wealth, providing you with insights and strategies to effectively manage and preserve financial legacies for future generations.

In our complimentary guide, you will discover:

  • Foundational Strategies: Learn about the power of wills, trusts, and other key elements
  • Tax Efficiency: Tips on how to maximize family wealth retention
  • Innovative Financial Strategies: Explore the benefits of Roth IRAs, gifting, and the power of proactive financial planning

With our dedicated focus on multigenerational wealth management, the Brown|Miller Team specializes in helping successful multigenerational families manage their wealth while offering personalized advice that respects your family's distinct needs and aspirations.
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