Women are inextricably linked to trillions of dollars of wealth transfer already in motion. It's important that their unique skills and financial insights are respected—not disregarded.
Almost 50% of pension funds, insurers or other investors already have money in funds that have little hope of liquidating their assets or raising a successor vehicle, according to Coller Capital.
According to the new Capgemini World Wealth Report, advisors and families offices are eyeing the same pool of ultra-wealthy clients. By working together, they could both benefit.