Over USD 83 trillion is transferring to the next generation over the next 25 years. Unfortunately, many of these wealth transitions are at risk of failing. Not because of poor investments, but because of poor family dynamics and preparation. Traditional estate plans transfer assets but miss critical elements: the knowledge, context, and intelligence that built the wealth. Forward-thinking families are recognising that wealth data is itself a legacy asset that must be intentionally transferred using purpose-built technology and governance frameworks.
