Accessibility Menu

What Is the Great Wealth Transfer? Overview and Importance

By Kristi WaterworthUpdated Apr 30, 2025 at 4:03 PM | Fact-checked by Frank Bass

Key Points

  • The Great Wealth Transfer involves trillions from Baby Boomers passing to younger generations.
  • This shift presents opportunities in markets focused on tech and sustainable investments.
  • Beginners should consider sectors favoring generational trends and values for long-term gains.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.