Philanthropy and the Great Wealth Transfer: Advising Clients Through the Next Decade

Nov 19, 2024 12:00 PM

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November 19, 2024 at 
12:00 - 1:30pm 

Mason Investment Advisory Services, Inc office:
11921 Freedom Dr Suite 1000, Reston, VA 20190

$FREE to attend; Lunch will be provided for guests. 


Philanthropy and the Great Wealth Transfer:
 
 
The Great Wealth Transfer is an ongoing intergenerational shift of wealth, primarily from the baby boomer generation to their heirs. In the U.S., baby boomers and the silent generation are expected to pass on approximately $84.4 trillion in assets by 2045, with about $72.6 trillion going directly to heirs. Baby boomers will contribute $53 trillion (63% of the total), while the Silent Generation will transfer $15.8 trillion.

The Community Foundation for Northern Virginia and Mason Investment Advisory Services, Inc. are thrilled to partner together to discuss how this will affect our clients' charitable decisions and allow them to make a significant impact in the ways in which they share their philanthropic dollars. 
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For any questions, please contact Amanda Bomfim at This email address is being protected from spambots. You need JavaScript enabled to view it.


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