The Great Wealth Transfer
How Families Can Pass Assets Wisely, Legally, and With Less Stress
By PMV Consulting, LLC
About This Book
The Great Wealth Transfer is already underway. Over the coming decades, trillions of dollars in homes, retirement accounts, investments, businesses, and personal property will pass from one generation to the next. Yet most families are far less prepared than they think.
This practical and reassuring guide explains how wealth really moves — not just legally, but emotionally and operationally. It shows why the transfer of control often matters before the transfer of money, how different assets create different challenges, and where families most often make costly mistakes.
Written for Baby Boomers, Gen-X, Millennials, and the professionals who advise them, this book offers a clear, accessible framework for reducing confusion, avoiding preventable errors, and preparing for one of the most important transitions a family will ever face.
Thoughtful, grounded, and highly usable, The Great Wealth Transfer helps families pass assets wisely, legally, and with less stress.
What You’ll Learn Inside
- How wealth actually transfers — legally, financially, and emotionally
- Why the transfer of control often matters before the transfer of money
- The distinct challenges of passing homes, retirement accounts, investments, and businesses
- The most common and costly mistakes families make during a wealth transfer
- A clear framework for reducing confusion and avoiding preventable errors
- Practical guidance for Baby Boomers, Gen X, Millennials, and the professionals who advise them
Ready to Move Forward?
The Great Wealth Transfer helps families pass assets wisely, legally, and with less stress — with clarity instead of confusion, and a steady framework instead of guesswork.
PMV Consulting, LLC 