When ChatGPT was asked to define generational wealth, it explained it as “assets and financial resources that are passed down from one generation to the next, providing ongoing financial stability and ...
The organization recently broke ground on a 52-home affordable housing project in Uptown, with a goal of bringing more modern, energy-efficient, single-family homes to the neighborhood. The homes will ...
As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...
My mother never had substantial savings, investments or anything of value other than her house. It was her wish to pass on her only significant asset to her three kids: me, my brother and my sister.
Over the next two decades, the role of the wealth advisor will undergo a significant transformation, and I’m not talking about artificial intelligence. I’m talking about how we advise clients and how ...
Brookfield's core includes asset management, wealth solutions, and operating businesses, all generating robust distributable ...
If you’re lucky enough to have passive income streams in place, the transition to retirement can not only be smoother, but it can also enable a way to build generational wealth. Generational wealth — ...
The Great Wealth Transfer involves trillions from Baby Boomers passing to younger generations. This shift presents opportunities in markets focused on tech and sustainable investments. Beginners ...