Young heirs, set to inherit over $100 trillion, are steering family investments towards sustainability and social impact.

The Great Wealth Transfer, projected to pass down over $100 trillion to heirs by 2048, is transforming traditional family offices. Millennials and Generation X, set to inherit around $85 trillion, are prioritizing value-based investments focused on sustainability and social impact. This shift is driving family offices to invest more in climate tech, edtech, and renewable energy, aligning with younger generations' desire for impactful investments.

3 months ago
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