Equitable Holdings Inc.’s Equitable unit published a new PEAK 35 study analyzing how millennials are entering prime earning years while preparing to inherit wealth during the Great Wealth Transfer, projected at $30 trillion to $140 trillion by 2045. The report finds nearly seven in 10 millennials expect to inherit assets, most commonly cash, personal valuables, real estate and financial accounts, and says rising financial complexity sharply reduces their confidence in decision-making. Equitable concludes that millennials increasingly want trusted, values-aligned human advice supported by digital tools, creating an opportunity for advisors to specialize in inheritance and multigenerational planning.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Equitable Holdings Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20260224414170) on February 24, 2026, and is solely responsible for the information contained therein.