Roundtable: Legacy in Motion: Empowering Women Through the Great Wealth Transition

Over the next two decades, an unprecedented $124 trillion in assets will pass intergenerationally to women—particularly millennial and Gen X daughters—spotlighting the need for next level estate and financial planning. In this session, experts will demystify how to start candid family conversations between spouses and with their adult children, address expectation gaps around spending versus preserving wealth, and explore the unique roles of primary earners, secondary spouses, and eldest daughters bearing planning burdens. You’ll discover actionable strategies for building, protecting, and confidently transferring wealth to forge a lasting, values driven legacy.