Transfer of Wealth Study

The Community Foundation of Orange and Sullivan is proud to have been a part of a comprehensive transfer of wealth study for our region.

An unprecedented transfer of wealth from the World War II generation to the baby boomers and then from the baby boomers to the next generation is happening right now! What happens to those assets will have an enormous impact on the strength of local communities for generations to come!

Here is a snapshot of the results for Orange and Sullivan counties:

Here is the full report:

The information in this study impacts all of us, as well as future generations living and working in the Hudson Valley. Please share with your clients and reach out to the team at the Community Foundation to discuss strategies for creating a long-term impact in our community through charitable giving and prudent estate planning.