Women and wealth transfer

The influence of women on building the family legacy


Women have a powerful impact on family wealth and the transfer of assets to the next generation. This report, the first of four in our wealth transfer series, looks at how women build, preserve and pass on their family legacy.

Key findings:
  • Women are the critical decision-makers in matters of family wealth and educating their children about money
  • Women take a collaborative approach to financial knowledge and management, and look to a broad range of sources for advice and support

How do women improve their knowledge of wealth and money?

Seek knowledgeable individuals

Conduct their own research

Manage their own investments


The facts on women and wealth transfer


have full or joint responsibility for overseeing the family investment portfolio


silhouette of teenagers

are confident their children would be able to grow their wealth if they inherited tomorrow


dollar sign

have a comprehensive wealth transfer plan in place

More insights you may also be interested in


Don’t let emerging markets be an investment blind spot

By Kelly Bogdanova

There has been an evolution in emerging markets and we think they deserve a place in your global equity portfolios.

7 minute read

Global equities: A rough ride back to normal

By Kelly Bogdanova

The abnormal market calm has been shattered. But we see no recession on the horizon and we think the equity bull has further to run.

6 minute read

Volatility is back: What the selloff means

By Kelly Bogdanova

While the market’s swoon was jarring, we believe investors have time to be patient and make portfolio decisions in line with long-term goals.

3 minute read

Is the next generation ready?

Explore our 2017 Wealth Transfer Report

Learn more