An estimated $100+ trillion is expected to transfer between generations in the United States over the next two decades, as Baby Boomers pass along their assets and the economy potentially reorients around a new generation.
The Bay Area — with its high concentration of tech wealth and home equity — will be an epicenter of that transfer. Here it will unfold largely as the “Great Property Transfer,” as families navigate how to plan around their greatest asset, prepare for long-term care and divvy up what’s left.
On July 29 at 12 p.m., join San Francisco Chronicle Personal Finance Columnist Jessica Roy, Gilfix & La Poll Associates Partner and Attorney Mark Gilfix, Choreo Associates Senior Director of Wealth Management Robin Patin and Whealthcare Solutions Founder & CEO Chris Heye live on Zoom for an expert conversation on the “Great Wealth Transfer” and what you need to know to manage financial risk and create a plan that works for your family.
At this free virtual event for Chronicle subscribers, you’ll learn: