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Story perspectives

$124 Trillion Wealth Transfer: Women Set to Inherit Most

10/18/2025

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Story summary
  • A $124 trillion wealth transfer from older generations to heirs and charities will occur over the next 23 years.
  • Women are expected to receive 70% of this wealth.
  • A study shows 60% of men lead long-term financial planning, compared with 25% of women.
  • Generation X will inherit the largest share while financial advisors adapt to evolving needs to ensure effective wealth management.