The Great Wealth Transfer
A historic shift is happening.
Trillions of dollars are moving into the hands of women, reshaping the future of wealth, influence, and legacy. But with greater wealth comes greater responsibility — and greater opportunity.
This masterclass, The Great Wealth Transfer, is designed to help women understand what is happening, why it matters, and how to step into this new era with confidence, clarity, and intention.
Over the next two decades, trillions of dollars will change hands — and women are expected to be among the primary beneficiaries of this historic transfer of wealth. Yet for many, this moment is arriving faster than the preparation for it.
Join us for an empowering masterclass on how women can prepare, lead, and thrive in this defining financial moment. One of the most significant financial shifts in modern history is already underway.
We will explore:
The unprecedented transfer of wealth now moving across generations
Why women are poised to control more wealth than ever before
Why many women are still not fully prepared for the responsibility that comes with it
How women often approach wealth differently — and why that difference can be a strategic advantage
Why the future of wealth demands critical decision-making and intentional planning
How women can take a stronger leadership role in wealth creation, stewardship, and legacy
This massive wealth transfer is already underway – and you want to be equipped and empowered during this shift. UBS estimates about $83 trillion will transfer globally over the next 20–25 years, and recent research also shows women’s control of wealth is rising faster than the market overall, with women expected to control a significantly larger share of assets by 2030.
The women who are prepared will not simply inherit wealth — they will know how to direct it, grow it, protect it, and use it to create meaningful impact for themselves, their families, and future generations.
Join us for this timely and empowering conversation as we unpack what “The Great Wealth Transfer” means for women now — and how to be ready for the opportunities and responsibilities ahead.
The future of wealth is changing.
This is the moment to be informed, equipped, and ready to lead.
