Research Reports

In 2008, the Center for Rural Pennsylvania published the first Transfer of Wealth (TOW) analysis of Pennsylvania to spark conversations about the magnitude of the assets present in every county of the commonwealth and the opportunities to invest a small portion of those assets toward community betterment projects. Since that first analysis, much has changed in Pennsylvania and the U.S. This TOW study integrated those changes into its estimates, as well as historical trends and key assumptions about the future, to develop more current estimates for this intergenerational transfer of  wealth.

The study on the transfer of wealth (TOW) in Pennsylvania was completed to provide estimates on the amount of personal wealth that is likely to be transferred from one generation to the next from 2005 to 2055. It was completed to spark further conversations about the magnitude of the assets present in every county of the commonwealth and the opportunities to invest a small portion of those assets toward community betterment projects. The researchers completed the TOW analysis for all 67 Pennsylvania counties and the state as a whole.