The Great Wealth Transfer is happening. Here are the 3 biggest mistakes families make when it comes to planning for it.
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More money, more problems? High-net-worth families are planning for the Great Wealth Transfer.Constantine Johnny/Getty Images
- Over the next 25 years, $74 trillion is expected to be passed down as part of the Great Wealth Transfer.
- Richard Orlando is helping some of the world's richest families navigate this transition.