Generational wealth is a term that refers to the passing down of wealth from one generation to another. This is often accomplished through passing on investments, but it can also be accomplished by passing on real estate or other assets.
The concept of generational wealth has been around for centuries, but it was only recently that researchers began studying the way different generations pass down their money. They found that there were three primary approaches: direct bequest, indirect bequest (i.e., through an investment), and no bequest at all. The results of this research showed that there was a direct correlation between the age of a person’s grandparents and how much money they had inherited from them. In other words, if you have younger grandparents who have passed away, it’s likely that you will inherit more than someone who has older grandparents alive today.
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