Family Office Managing Director Evelyn Pepe’s “Planning Through Life Transitions, Not Just Life Stages” was recently published by Family Wealth Report. In the article, she shares her perspective on how life transitions often represent turning points in women’s financial lives, and outlines how women can approach planning for events like outliving a spouse, taking on a caregiving role, managing a career path and receiving an inheritance.
Read now for Evelyn’s insights on women’s wealth and planning for important life events.
