Episode
The $100 Trillion Inheritance
- Published
- Sep 30, 2025
- Duration seconds
- 1548
- Processing state
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- https://disruptive.libsyn.com/the-100-trillion-inheritance
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Summary
Generational wealth transfer is set to transform the financial landscape over the next two decades. An estimated $124 trillion is expected to change hands at a time when attitudes toward money, investing, and legacy are evolving. This is reshaping how families and institutions approach wealth management. As Gen X, Millennials, and Gen Z step into stewardship roles, the focus is shifting from traditional investment strategies to new innovations and technologies, values-driven planning, and holistic advice that reflect a new era of priorities. On this episode of Disruptive Forces , host Anu Rajakumar sits with Stephanie Luedke, Head of Private Wealth at Neuberger Berman, to demystify the changing dynamics of generational wealth transfer and its growing impact on families, advisors, and the broader market. Together, they discuss the drivers of this historic shift, explore trends in family governance and investment behavior, and share practical perspectives for those looking to sustain their legacy in a rapidly evolving world. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an inves…