What's on the G5 roundtable?

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G4 → G5, amid a $124T generational transfer.

A central focus for On1® is how to successfully navigate the transition from a fourth-generation to a fifth-generation enterprise during the Great Wealth Transfer; an unprecedented shift in which an estimated $124 trillion in U.S. assets is projected to change hands through 2048, according to Cerulli Associates. This includes:
• ~$105 trillion expected to go to heirs and beneficiaries.
• ~$18 trillion expected to be donated to charities.