Cerulli Associates

company
1 mentions 1 recordings first heard Jul 2021 last heard Jul 2021 ±0 this month

Consulting firm projecting wealth transfer trends

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Ben EisenWSJ Your Money Briefing · Boomers Made a Record Amount of Money. Now They're Giving It... · 3:24 · Jul 2021
…And of that $70 trillion, according to Cerulli Associates, which does these projections, about $61 trillion of it will go to heirs and $9 trillion of it will go to philanthropy.…
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