The largest wealth transfer in history is already underway—but most families aren’t prepared for what comes next.
In this panel from Worth Presents: Beyond Wealth, host Dan Costa sits down with Emily Bouchard, Lisa McCurdy, and Chuck Whittall to break down what really determines whether wealth lasts—or disappears.
From emotional intelligence and family communication to real-world financial education, this conversation goes far beyond money.
You’ll learn:
- Why 91% of wealth disappears by the third generation
- The hidden role of trust, communication, and family dynamics
- Why simply leaving money behind can backfire
- How successful families prepare the next generation early
- The balance between financial strategy and human values
Because true wealth isn’t just transferred—it’s taught.
How Roc360 Is Turning America’s Aging Homes Into Opportunity with Michael Bennett
Bennett explains how Roc360 works with small and medium-sized developers, builders, and renovators across the country to address three major housing issues: supply shortages, affordability pressures, and the aging condition of U.S. homes. He notes that much of America’s housing inventory was built before 1980, creating both lifestyle and energy-efficiency challenges that require major reinvestment. […]
Rudy Sahay: The Generational Wealth Shift Wall Street Isn’t Ready For
Rudy Sahay, Managing Partner of Aquarian Holdings, joins Josh Kampel at the Milken Institute Global Conference 2026 to discuss how insurance, asset management, and retirement-focused investing are converging into a single powerful platform. Sahay explains how Aquarian Holdings was built around a dual structure of insurance operations and asset management, and how that model aligns […]
Milken Institute’s Rachel Reilly: The Hidden Economic Crisis Facing Main Street America
Rachel Reilly, Senior Director, Milken Institute Finance joins Dan Costa at the Milken Global Conference to discuss inclusive capitalism, economic mobility, and the growing need for place-based investment across America. The conversation explores financial literacy, Opportunity Zones, HBCU talent pipelines, and the coming ownership transition facing small businesses as millions of owners near retirement without […]
KKR’s Pete Stavros: Why Employee Ownership Could Fix Corporate America
At the 2026 Milken Institute Global Conference, Dan Costa speaks with Pete Stavros, Co-Head of Global Private Equity at KKR, about employee ownership, AI-driven inequality, and why corporate America may need a completely new relationship with workers. Pete explains how KKR has rolled out ownership programs across 85 companies and 200,000+ employees — leading to […]
