Women, Wealth & Stewardship: Navigating the Great Wealth Transfer

As the “Great Wealth Transfer” unfolds, women are increasingly becoming primary decision-makers for significant family wealth. With that comes a growing need for integrated, long-term advisory relationships. In this Advisorpedia article, Alexandra Nelson and Amber Stewart explore how ultra-high-net-worth women exercise their responsibilities for governance, philanthropy, estate planning, and multigenerational legacy. 

Women, Wealth & Stewardship: Navigating the Great Wealth Transfer