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Synonyms for «wealth transfer»

"Wealth transfer" refers to the process of transferring assets, such as money, property, or investments, from one person or entity to another. It usually involves passing on wealth from one generation to the next, often through inheritance or gifts. Full definition
Similar and related words and phrases are presented below.

«wealth»

income wealthy financial tax estate investment capital property management cash ownership trust balance welfare economic potential term interest great legacy currency building efficient loss huge total high bank market large title account private government individual real much payer free significant reported monetary point grant land stock right future limited long

«transfer»

transition wealth payments assets move distribution transactions gift money deal fee amount power funds changes allocation services profits creation inheritance bonus benefit redistribution technology tool work cuts credit business windfall way remittance resources value budget world donation revenue pay accumulation strategies swap talk people record growth policy shift planning

Related phrases

Phrases with «wealth transfer»

Sentences with «wealth transfer»

  • A client once told me that he thought this was the biggest wealth transfer from retail investors to professional investors in history. (mauldineconomics.com)
  • The main benefit of wealth transfer life insurance is to leverage funds to create an estate that can provide for survivors or to leave something to charity. (libertybankerslife.com)
  • Other times they are used for wealth transfer strategies, funeral trusts, charitable giving and future asset growth. (ohioinsureplan.com)
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See also

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