Podcast: Introducing Wealth With Intention—A New Movement for Women and Rising Generations
A conversation with Nicole LaChapelle, Jennifer Votano and Evelyn Pepe on the Great Wealth Transfer, intentional planning and empowering women and next-gen decision-makers.
In this episode of The Human Side of Wealth, we unveil Wealth With Intention. It’s a new RWA initiative designed to engage, educate and empower women and rising generations during what we believe may be a significant financial shift.
Nicole LaChapelle, President of Family Office, is joined by Jennifer Votano and Evelyn Pepe, Managing Directors, Family Office, to unpack why this moment matters. With an estimated $124 trillion* expected to transfer over the coming decades, women are increasingly becoming the primary stewards of family wealth. It’s all driven by longevity, demographic trends, income patterns and the complexities of modern family transitions.
Together, they explore:
- What Wealth With Intention is –all about
- How intention-led planning helps families move from “more” to “meaning”
- Practical ways to build family capital and strengthen multigenerational decision-making
- Strategies to close the confidence, investing, and engagement gaps impacting women
- Tactical steps families can take this year, from goal setting to risk management
- How to prepare for major transitions with clarity and communication
You’ll also hear personal motivations from Jennifer and Evelyn, and why this initiative is rooted in values, connection and stewardship.
Listen now to learn how you and your family can engage with the Wealth With Intention platform and start making decisions with greater clarity and confidence.
*Source: Cerulli Associates
Cerulli Anticipates $124 Trillion in Wealth Will… | Cerulli Associates
Video disclosure:
The information set forth in this podcast is presented by RWA Wealth Partners, LLC (“RWA”). The contents are for informational and educational purposes only and are not intended as investment, legal or tax advice. Please consult with your investment, legal or tax advisor concerning any specific questions you may have. Past results are not indicative of future performance. The historical return of markets generally and of individual asset classes or individual securities may not be an accurate predictor of future returns of those markets, asset classes or individual securities. RWA does not guarantee the accuracy and completeness of any sourced data in this communication.
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