Intergenerational Planning For Women

The event took place at La Vierge Restaurant and Wine Estate Hemel-en-Aarde,
12 Valley Road, Hermanus on 12 September 2024
 
The event was an invitation-only event based on the fact that in the United States alone, women now control more than a third of the total financial assets in households, valued at over $10 trillion. Over the next decade, there is an expectation for a substantial transfer of wealth to take place. This transfer is anticipated to drive significant growth in the wealth management industry, mainly due to the influence of women. It is expected that an unprecedented amount of assets will shift into the ownership of women within the next three to five years, presenting a $30 trillion opportunity by the end of the decade. The success of this shift will depend significantly on education and responsible stewardship. We unpacked how this impacts women in South Africa.