Baby boomers represent the richest generation in American history and, in what’s been dubbed the “great wealth transfer” – about $30 trillion is expected to be passed on to their children and grandchildren over the next several decades.
There’s no one-size-fits-all approach for moving this money, but building a team that involves an investment banker, wealth planner, portfolio manager, trust officer, attorney and accountant is the first step in making sure the wealth a person has built…
