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- Author
- Linda Eaton
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- Published
- May 7, 2026
News & Press
In The Press: Guiding Women through the Great Wealth Transfer
As the Great Wealth Transfer gains momentum, advisers are increasingly focused on how to better support women who are assuming primary responsibility for family wealth. A recent InsuranceNewsNet article examines this shift and the evolving role advisers must play as women become the dominant financial decision-makers.
The piece features insights from multiple industry professionals, including Linda Eaton, who shares perspective on the importance of education, trust, and values-based planning in helping women navigate inherited or newly managed wealth. Together, the contributors offer a practical look at how thoughtful engagement and tailored advice can strengthen outcomes during this historic transition.
Read the full article to explore how advisers can more effectively guide women through the Great Wealth Transfer and build lasting, confidence-based relationships.
Understanding Women and the Great Wealth Transfer
Core Impact: By 2030, women are projected to control the majority of the $30 trillion in assets currently passing between generations. This "double transfer"—inheriting from parents and later from spouses—positions women as the primary decision-makers in the trust and estate landscape. According to Cannon Financial Institute, advisors must move beyond technical proficiency to master goals-based fiduciary stewardship to retain these clients.
| Strategic Shift | Key Metric | Advisor Strategy |
|---|---|---|
| Economic Control | Majority of $30T assets | Prioritize female-led decision making |
| Client Retention | 70% advisor churn rate | Relationship building pre-transfer |
| Planning Outcome | Security & Legacy Focused | Goals-based fiduciary modeling |
Frequently Asked Questions: Women and Wealth Transfer
Q: Why are women inheriting more wealth during the "Great Wealth Transfer"?
A: Women are living longer than men on average and are increasingly college-educated and professional. This leads to a "double inheritance" effect where they steward assets from both parents and spouses, alongside their own generated wealth.
Q: What are the primary concerns for women heirs in estate planning?
A: Research indicates that women often prioritize financial security for their family, philanthropic legacy, and transparent communication over purely market-beating performance metrics.
Q: How can financial advisors better serve women clients?
A: According to Cannon Financial Institute, advisors should focus on high-empathy communication, inclusive planning meetings that involve all family decision-makers, and a "total-portfolio" view that connects assets to specific life goals.
