))
Why the Wealth Transfer Conversation Needs to Include Women Now
Manage episode 491597347 series 2799323
Content provided by Adam Torres. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Torres or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this Mission Matters Milken Conference Series episode, Adam Torres speaks with Sylvia Kwan, CEO and Chief Investment Officer at Ellevest, about the overlooked financial moment when women inherit wealth as surviving spouses—before it’s passed to the next generation. Sylvia shares how Ellevest is helping women invest for both returns and impact, and why this shift represents one of the most transformative opportunities in finance today.
Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.
Apply to be a guest on our podcast:
https://missionmatters.lpages.co/podcastguest/
Visit our website:
More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia
Learn more about your ad choices. Visit podcastchoices.com/adchoices
439 episodes
Share
