I Started a Business to Streamline the $90 Trillion Wealth Transfer From Boomers to Younger Generations — Here's How It Helps People Receive Inheritances Faster Ari Brojde, co-founder and CEO of Estateably, had an eye-opening experience while settling his grandmother's estate.
By Amanda Breen Edited by Jessica Thomas
Key Takeaways
- About $90 trillion is expected to pass from boomers to younger generations.
- Brojde and his cousin wanted to address the complex estate settlement process.
This as-told-to essay is based on a conversation with Ari Brojde, co-founder and CEO of Estateably, an estate, trust and incapacity accounting and administration software used by more than 1,000 firms and 20,000 families so far to process over $15 billion worth of assets. Read on to see how Brojde and his cousin and co-founder Alex Wulkan built their company — and what's ahead. The piece has been edited for length and clarity.
Image Credit: Courtesy of Estateably
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