W39/2025: The Great Wealth Transfer

💼 WealthWise 2025 – Week 39

Theme: The Great Wealth Transfer – Turning Inheritance into Impact

Over the next 20 years, $84 trillion will change hands in the U.S. alone, and globally, the number is staggering. This is the Great Wealth Transfer, a moment that will reshape markets, philanthropy, family businesses, and entire cultures of prosperity

But here’s the truth: inheritance is never just about money. It’s about values, stewardship, and the frameworks we leave behind. Studies show that 70% of families lose wealth by the 2nd generation, and 90% by the 3rd. The difference between loss and legacy? Intention, communication, and shared purpose.

👉 This week’s WealthWise journey challenges us to:
(1) Build a Legacy Architecture → Values Charter, Wealth Operating System, Stewardship Roles.
(2) Equip the Next Generation → Education over entitlement, AI literacy, resilience & regeneration skills.
(3) Turn Transfer into Transformation → Align capital with purpose: regenerative funds, community ventures, and next-gen innovation.

📊 Challenge of the Week
✅ Write or refine your Legacy Charter.
✅ Run a family finance conversation—invite heirs or partners.
✅ Identify one regenerative investment you’d be proud to pass down.
🌟 The question isn’t “How much wealth will you leave?”

It’s “What kind of legacy will endure because of it?”

🔗 Watch the full Week 39 edition here: https://lnkd.in/ebkXik56

Engage with the Discussion on LinkedIn: https://www.linkedin.com/posts/rhondafarrell_wealthwise2025-financialresilience-legacyplanning-activity-7378189572427640832-MmzE?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAOzRUBlE8qplMdKh6cjCOSuRI_QFEN3qE

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Dr. Rhonda Farrell, ceo@gblinnovstratllc.com