Skip to content
The Nexus
DossierENTITY

Private Bank Study of Wealthy Americans

Coverage of Private Bank Study of Wealthy Americans in the Nexus archive.

Earliest in view: Jul 15 · 19:25 UTCMost recent: Jul 15 · 19:25 UTC
Co-mentioned in this coverage
Bank of Americaorganization1Fortuneorganization1Jonathan Parkerperson1MITorganization1wealth concentrationtopic1private capitaltopic1federal estate tax exemptionstopic1
Recent coverage
  • BUSINESSJul 15 · 19:25 UTCBATON ROUGE BUSINESS REPORT
    How business ownership is once again becoming a family affair

    A growing share of businesses among wealthy Americans is being inherited rather than purchased, reflecting a broader wealth transfer as $36 trillion to $124 trillion in assets shifts to younger generations. Bank of America’s 2026 Private Bank Study shows 23% of businesses will be inherited, up from 5% in 2022, with factors including private capital growth, tax policies, and wealth concentration driving the trend.

Private Bank Study of Wealthy Americans · Dossier · The Nexus