Women's Wealth: Navigating the Largest Transfer
Update: 2025-11-27
Description
Over the next twenty-five years, a staggering $124 trillion will be transferred, marking the largest wealth shift in history. This transfer will first go to spouses, primarily women, and then to younger generations. However, many inheritors feel overwhelmed due to financial jargon, complex strategies, and lack of trusted relationships. To build confidence, experts advise learning investment basics, engaging early with financial advisors, and bringing unique perspectives to wealth conversations. This transfer underscores the need for tailored tools and strategies to help families align their financial plans with their values and create their legacy.
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