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
Women
55%
50%
36%
Men
47%
64%
49%
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