The $84 Trillion Elephant in the Room

In The $84 Trillion Elephant in the Room, Ben Carlson examines projections for the massive intergenerational wealth transfer slated to occur over the coming decades—primarily from Baby Boomers to younger generations—estimated at around $84 trillion. A Wealth of Common Sense+2Yahoo Finance+

While various estimates exist (some lower, some higher), the scale is universally large, and many assumptions (rate of return, timing, consumer behaviour, taxation) introduce uncertainty. A Wealth of Common Sense

Implications for government contracting / federal government:

  • Tax & regulatory impacts: As wealth transfers, tax policy (estate, gift, capital gains) may change. Federal agencies may see demands for more robust compliance, reporting, or oversight in contracts related to transfers or inheritance.
  • Shifts in procurement demand & consumption: Heir recipients may change spending patterns, possibly influencing what types of goods and services are in demand, which can shift where contracting opportunities arise.
  • Charitable giving & nonprofit contracting: Much of this wealth is expected to go to charities, which may increase contracting or grant opportunities for organizations that partner with the government on social programs.
  • Capital flows & investment policy: As large sums are redistributed, financial markets, investment behavior, and government borrowing / financing strategies may shift, potentially affecting how government agencies manage funding or contract financing.