Intergenerational wealth transfer represents possibly the greatest untapped opportunity today and maybe ever. Roughly $70 trillion in US household assets will change generational hands over the next 25 years. That’s distributed across more than 11,000 financial institutions and currently being overseen by 75 million people aged 65+, along with the family and friends who help them.

 

The key word here is help. The individuals and families dealing with this complex and incredibly time-consuming process (often at the most painful time of their lives) need it. And the lawyers, banks, and financial advisors that serve them will welcome it, too.

 

BluBinder is the one app, one tap solution for simplifying intergenerational wealth transfer. Helping seniors and their families streamline this process, safely and affordably, is an idea whose time has come.

 

To learn more about investment opportunities.