Estate planning · None
The Great Wealth Transfer is Creating a New Generation of Family CFOs
As asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans.
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What changed
As asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans.
Planning context
Why it matters
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