Complimentary White Paper
What You Need to Know About Women and the Great Wealth Transfer

Money is power, and over the next two decades an estimated $124 trillion will move from Baby Boomers and older Americans to younger generations in the U.S.

This isn’t just numbers on a balance sheet. It’s a reshaping of who holds financial influence, how assets are invested, and what priorities rise to the surface. For financial institutions, it’s an unprecedented opportunity—but only if they understand how women are handling this new wealth.

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