--- title: "Largest Wealth Transfer in History Incoming As Unprecedented Quantities of Capital Heading To Gen Z, Millennials and Gen X: Morgan Stanley Strategist" description: "Morgan Stanley's equity strategist, Michelle Weaver, highlights an unprecedented wealth transfer as baby boomers age, potentially passing on tens to hundreds of trillions of dollars to Gen Z, millenni" type: "news" locale: "en" url: "https://longbridge.com/en/news/261723380.md" published_at: "2025-10-18T09:32:11.000Z" --- # Largest Wealth Transfer in History Incoming As Unprecedented Quantities of Capital Heading To Gen Z, Millennials and Gen X: Morgan Stanley Strategist > Morgan Stanley's equity strategist, Michelle Weaver, highlights an unprecedented wealth transfer as baby boomers age, potentially passing on tens to hundreds of trillions of dollars to Gen Z, millennials, and Gen X. A survey indicates that about 50% of beneficiaries will receive less than six figures, with higher-income households likely to benefit more. Currently, 14% of US consumers expect to inherit, while 17% have already received an inheritance. Morgan Stanley’s equity strategist says an “unprecedented” amount of wealth is about to change hands as baby boomers reach their sunset years. In a Morgan Stanley podcast, Michelle Weaver says that as the generation born between 1946 and 1964 ages, they will pass on wealth worth “tens or even hundreds of trillions of US dollars” to Gen Z, millennials, and Gen X. Citing a survey conducted by the bank’s AlphaWise unit, Weaver says about 50% of the beneficiaries of history’s largest wealth transfer will receive amounts below six figures. According to Weaver, higher-income households are likely to benefit more than lower-income households from the wealth transfer. On how the current and future beneficiaries of the wealth transfer expect to use their inheritance, Weaver says, About 14% of consumers in the US expect to receive an inheritance while 17% have already received one, according to Weaver. ### Related Stocks - [MS.US - Morgan Stanley](https://longbridge.com/en/quote/MS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 摩根士丹利给予知识图谱科技股份有限公司增持评级,目标价定为 560 港元 | 摩根士丹利将知识图谱科技有限公司评级为增持,目标价为 560 港元 | [Link](https://longbridge.com/en/news/276435004.md) | | 摩根士丹利:美联储政策短期内难转向,缩表至少要等到明年 | 摩根士丹利表示,FOMC 投票机制将限制美联储政策急转,虽然沃什曾公开表示应该缩减,但任何改变都需要在 FOMC 会内部建立支持和共识,这将把相关决定推迟至明年。 | [Link](https://longbridge.com/en/news/274443102.md) | | 摩根士丹利欧洲 - ISM-MSESE - 部分退休计划 -2026年2月19日 | 摩根士丹利欧洲证券公司宣布部分取消 ISIN XS3081100524,解除金额为 1,990,000 欧元。通知后的未偿还金额为 10,000 欧元,结算日期定于 2026 年 2 月 19 日。如需进一步咨询,请联系伦敦证券交易所的新闻 | [Link](https://longbridge.com/en/news/276357239.md) | | REG - 摩根士丹利欧洲 - ISM_MSESE_提前赎回_2026年2月18日 | 摩根士丹利欧洲证券公司已宣布对 ISIN XS3081318316 进行提前赎回,金额为 200,000。结算日期定于 2026 年 2 月 24 日。如需更多详情,请联系伦敦证券交易所的新闻服务 RNS | [Link](https://longbridge.com/en/news/276249383.md) | | REG - Morgan Stanley 欧洲 - ISM-MSESE- 退休 -19-02-2026 | 摩根士丹利欧洲证券公司于 2026 年 2 月 19 日宣布取消两个 ISIN/CUSIP。取消涉及的解约金额为 ISIN XS3081319710 的 30 万欧元和 ISIN XS3163222634 的 20 万欧元。如需进一步咨询, | [Link](https://longbridge.com/en/news/276357290.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.