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.
