What Wealthy Women Really Want
From the blog post:
Over the next 20 years, some $25 trillion will be passed to women through divorce, death of spouse or inheritance. They already make up just under half of the nation’s millionaires. Combined with their growing earning and wealth-creation power, women may account for up for two thirds of the nation’s wealth by 2030.
Those numbers have financial industry salivating over how to serve the women’s market. Private bankers, brokers, trust companies, family offices and wealth managers are all asking the same question: What do wealthy women want?
A new survey from The Family Wealth Advisors Council, a network of independent wealth advisers, gives some clues. Women, it says, want their advisers to understand their “life pictures” and “financial journeys” rather than just their investments. (Men, by contrast, might hang up if their broker asked about their “life picture.”)
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What We Do
NCRW is a network of leading university and community based research, policy, and advocacy centers with a growing global reach dedicated to advancing rights and opportunities for women and girls. We also have a Corporate Circle comprised of senior diversity professionals from leading U.S. and global member companies and a Presidents Circle of college and university leaders who share our commitment. NCRW harnesses the collective power of its network to provide knowledge, analysis, and thought leadership on issues ranging from reducing women’s poverty to building a critical mass of women’s leadership across sectors.
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