The Great Wealth Transfer: What It Means for Women and Families

Andrew Busa, Jennifer Votano, Evelyn Pepe and Steve Reder unpack the largest intergenerational shift in history and how to prepare for it.

In Episode 4 of The Human Side of Wealth, Andrew is joined by Family Office Managing Directors Jennifer Votano and Evelyn Pepe, along with Steve Reder, President of Private Wealth, to explore the Great Wealth Transfer. It’s the historic movement of $80 to $120 trillion over the next few decades.

Discover why women are expected to inherit and control more wealth than ever before and what this means for financial planning, confidence and legacy. From longevity and demographic trends to the rise of women as primary earners, this episode dives into the forces reshaping wealth management.

Listen now for practical steps to help families prepare: engaging both spouses in financial conversations, closing the investing confidence gap and building plans that align wealth with purpose.

Video disclosure:

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