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FrontRow · Jul 19, 2026

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Cerulli Associates has estimated that older generations will leave over $100 trillion to heirs in the coming decades. A new study from Visa, however, says boomers will only leave $36 trillion. The more than $60 trillion gap between the two studies has raised new questions about the size and impact of the great wealth transfer. Some say it will be the largest in history, dramatically reshaping wealth management, charity and the global wealth landscape. Others say its impact will be far more limited and simply marks a continuation of long-term inheritance trends. The dueling Visa and Cerulli numbers highlight just how important the estimates have become for wealth managers and other companies overhauling their businesses to prepare for the next generation of wealth.

Cerulli Associates has estimated that older generations will leave over $100 trillion to heirs in the coming decades. A new study from Visa, however, says boomers will only leave $36 trillion. The more than $60 trillion gap between the two studies has raised new questions about the size and impact of the great wealth transfer. Some say it will be the largest in history, dramatically reshaping wealth management, charity and the global wealth landscape. Others say its impact will be far more limited and simply marks a continuation of long-term inheritance trends. The dueling Visa and Cerulli numbers highlight just how important the estimates have become for wealth managers and other companies overhauling their businesses to prepare for the next generation of wealth.

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