06/16/2026
What happens when $124 trillion changes hands?
Most conversations about the Great Wealth Transfer focus on the money, but credit unions should be focused on the relationships.
The next generation of wealth holders will make financial decisions differently. They expect personalized experiences. They value digital convenience. And many have little loyalty to the institutions their parents used.
The question isn't whether wealth will transfer.
The question is whether those assets will stay with your credit union when they do.
Our new white paper, The Great Wealth Transfer: A Defining Moment for Credit Unions, examines the trends, risks, and opportunities emerging from this historic shift, and what credit union leaders can do now to prepare.
If your growth strategy includes attracting younger members, strengthening member relationships, and protecting future deposits and investments, this report is worth the read.
https://hubs.la/Q04lxmQL0
This white paper discusses what credit unions can do to retain relationships, relevance, and assets in a multi-generational financial shift.