The 2026 Generational Wealth Report

What the $124 trillion Great Wealth Transfer could cost your firm, and how to prepare for it.

• Why referrals alone won't carry your firm through the $124 trillion transfer
• The crack in your client relationships: strong with the primary client, rarely with the heir
• Modeled AUM, fee, and enterprise value at risk for $250M, $500M, and $1B firms
• What the firms that retain and grow through the transfer do differently