{"id":802776,"date":"2026-07-15T23:24:15","date_gmt":"2026-07-15T23:24:15","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/802776\/"},"modified":"2026-07-15T23:24:15","modified_gmt":"2026-07-15T23:24:15","slug":"why-half-of-wealthy-families-still-dont-have-a-complete-wealth-transfer-plan-bny-investmentnews","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/802776\/","title":{"rendered":"Why half of wealthy families still don&#039;t have a complete wealth transfer plan: BNY &#8211; InvestmentNews"},"content":{"rendered":"<p><a href=\"https:\/\/news.google.com\/rss\/articles\/CBMi1AFBVV95cUxPTFFnMk93VWJzX25QQWlYQjhaZTFVUEZTR1REcGxaMFZSQ21tcW5faG11dlUxb2tEaThVTUVFRVpRbDkzazBrTDR2MjRUQ3FNZjV6LTVHS2Jkei1BQjZLSEdTODNtWDZRU2d6M3M3VmJSRXdUeTA4NUZqMFJGblN1aHY4eGRyUGhPcGExN3p3TTdTWDlTSmtua1pOMFRCS0ZHMjA3aVRBaGtMQ3VzVG02MFZNNzNkOGdZRUY1SmxDamx5VEJPMTVBem5Wd1AwZDdOczdqaw?oc=5\" target=\"_blank\" rel=\"nofollow noopener\">Why half of wealthy families still don&#8217;t have a complete wealth transfer plan: BNY<\/a>&nbsp;&nbsp;InvestmentNews<a href=\"https:\/\/news.google.com\/rss\/articles\/CBMiogFBVV95cUxNbzdfWXZFcmdhN295dzIyY0gzNTFhXzk3T0Q4ajZMQ2tPODJtTDJ2THpXQmh3Uk5CN290MDM5NHNWWlpYa0RrdHB6dFlZeXF3QzB4LWs4QmdWaXN0RWFUNlljUDJVTmRPVk4yLVhjZ1ZHYWZYckxZNElsMk1Sd081M20zMjJWVTFhWEtXVGdsLU9URkswMTY5elE3TXhnT3hBVFHSAaoBQVVfeXFMT09aTFdfVV9McjdPRXVrYUdWUVlIVm1VLWdtTGVjQS1GZU80b0lHdHlzakM3U19fQko3UGRLUnR6MzBzcFd2R1MzUWROcTRHbTJWakItTVJkTUF3dFFwaHo1QXZHS1pDUWhPNmlBQ1poQmdVWmhhWlZjcmk0aXNBeDcyYURnMFJQT2FSTGRHZzZOc3FYTTFscV9QbW5sYS1GVGZCMDJHdUduV0E?oc=5\" target=\"_blank\" rel=\"nofollow noopener\">How business ownership is once again becoming a family affair<\/a>&nbsp;&nbsp;Baton Rouge Business Report<a href=\"https:\/\/news.google.com\/rss\/articles\/CBMiswFBVV95cUxORjI5OFh1bHFBM0VGUF9oMDJoZno1WUpjV1VJTUNJN0xyMkJfdXptV2I4NkNObWNsbldJVDhpY3lnLVk1Qlp3dktKZzlvcXZkRHNJUGJUYmRFR09EM3UtOGk5TEZwZUJCbkFaQWkyVUpvQWFNeldZdkRNbS14QmtwRUlYUVlYWHhRLVBMZllDVXJMc0VGS2dHYmNWdnM5aWZVSlVBc052NV8tWUJjMzFZc2hLSQ?oc=5\" target=\"_blank\" rel=\"nofollow noopener\">Boomer Wealth Transfer Set to Favor America\u2019s Richest Families<\/a>&nbsp;&nbsp;Bloomberg.com<a href=\"https:\/\/news.google.com\/rss\/articles\/CBMijAFBVV95cUxOTGFaSGdDejhTdHNzSjlKbmFEYmxHWUM4UndaR3NOR05qSW1jZ1M4VEFVMXAwSWRqQ2VMekFIR0RyVUtDdWpkV1FVQ2JOSlBOYkI2b1VpcHp1dTlPbmx4V0xkeHhzRFNSTXVlRXFBOHpzSHZ5UlNESHF4MmJYenNicE0yTmw4V2p2Q2toaA?oc=5\" target=\"_blank\" rel=\"nofollow noopener\">A historic transfer of wealth will be centered in the Bay Area. It may not look like you expect<\/a>&nbsp;&nbsp;San Francisco Chronicle<a href=\"https:\/\/news.google.com\/rss\/articles\/CBMijwFBVV95cUxOaHZSU0ZoTXd3X0U4Q1U1ZVVrV3AwSmlmeFRpeTdtY2ZwQVVlM2lRaHZ2QlEwNm9Lclc5WVVNaHVjQkNIam82Qm9pXzhwb3p4RXdBZXEtSkdTdzJWR0ptczJiMWYtaHpSYUpJVmJRUVp5dEtkZFkwYzF6OTZhazV2MVlURUtTUUV6dTVOU05MQQ?oc=5\" target=\"_blank\" rel=\"nofollow noopener\">Boomers Hold $93 Trillion in Assets\u2014but Their Heirs May Get Less Than Half<\/a>&nbsp;&nbsp;Realtor.com<\/p>\n","protected":false},"excerpt":{"rendered":"Why half of wealthy families still don&#8217;t have a complete wealth transfer plan: BNY&nbsp;&nbsp;InvestmentNewsHow business ownership is once&hellip;\n","protected":false},"author":2,"featured_media":736551,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[64,63,99,186,184,185],"class_list":["post-802776","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-au","tag-australia","tag-business","tag-finance","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/802776","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=802776"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/802776\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/736551"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=802776"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=802776"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=802776"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}