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SMA Crown Confidential:
Our News and Updates


The Great Wealth Transfer: Why Generation X Needs Digital Confidantes Now
There is a moment in every executive's life when they realize the scale of what they have inherited — or will soon inherit — exceeds any system they currently have in place to manage it. For Generation X, that moment is now. Over the next decade, Generation X will inherit $14 trillion, more than Millennials' $8 trillion in the same period NCES . But this is not simply a windfall. It is the transfer of complexity itself: multiple properties across continents, art collections r
5 min read
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