If you buy the $5 trillion baby boomer market opportunity, are you optimising the transfer of your clients’ assets or the transfer of your clients’ resilience?

There is a huge difference.

Most expert commentary focuses on the “assets” as if it will occur in a linear fashion when all the evidence today suggests that it will occur at a time that the heirs to the baby boomer wealth, are highly vulnerable to shocks and disruption (aggressive IHT changes, wealth taxation, currency instability and geopolitical changes).