Story perspectives

Women Set to Control $84 Trillion in Wealth Transfer

7/25/2025

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Summary

Story summary

The "Great Wealth Transfer" will transfer $84 trillion to younger generations, with women projected to control two-thirds by 2030.
Women investors focus on long-term gains, outperforming men by 1.8% annually.
Systemic barriers remain, particularly for women of color, underscoring the need to address racial wealth disparities.
Beth Brown from J.P. Morgan highlights the importance of empathy in financial advising, reflecting women's rising influence.
Women are taking charge of financial decisions, requiring customized support and education from advisors.

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Story summary

The "Great Wealth Transfer" will transfer $84 trillion to younger generations, with women projected to control two-thirds by 2030.
Women investors focus on long-term gains, outperforming men by 1.8% annually.
Systemic barriers remain, particularly for women of color, underscoring the need to address racial wealth disparities.
Beth Brown from J.P. Morgan highlights the importance of empathy in financial advising, reflecting women's rising influence.
Women are taking charge of financial decisions, requiring customized support and education from advisors.