Explore More
1“Women Will Get Most of the $124 Trillion ‘Great Wealth Transfer,’ Studies Show. Here’s Why.” CNBC, March 13, 2025.
2“Majority of Women Confess Inheritance Anxiety. Are You Prepared for What’s Next?” Investopedia, Aug. 27, 2025.
3”Women Will Get Most of the $124 Trillion ‘Great Wealth Transfer,’ Studies Show. Here’s Why.” CNBC, March 13, 2025.
4“Majority of Women Confess Inheritance Anxiety. Are You Prepared for What’s Next?.” Investopedia, August 27, 2025.
5“Older Women Set To Inherit Most of $54 Trillion in ‘Great Wealth Transfer’ to Widowed Spouses.” CNBC, March 14, 2026.
6”Women Will Get Most of the $124 Trillion ‘Great Wealth Transfer,’ Studies Show. Here’s Why.” CNBC, March 13, 2025.
7“The New Face of Wealth: The Rise of the Female Investor.” McKinsey & Company, May 8, 2025.
8”Women Will Get Most of the $124 Trillion ‘Great Wealth Transfer,’ Studies Show. Here’s Why.” CNBC, March 13, 2025.
9“The Great Wealth Transfer Has a Power Problem.” Forbes, July 22, 2026.
10“The Great Wealth Transfer Has A Power Problem.” Forbes, July 22, 2026.
11“Women Will Get Most of the $124 Trillion ‘Great Wealth Transfer,’ Studies Show. Here’s Why.” CNBC, March 13, 2025.
12“Older Women Set To Inherit Most of $54 Trillion in ‘Great Wealth Transfer’ to Widowed Spouses.” CNBC, March 14, 2026.
13“Majority of Women Confess Inheritance Anxiety. Are You Prepared for What’s Next?” Investopedia, Aug. 27, 2025.
All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Some of the research and ratings shown in this presentation come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate but is not guaranteed or warranted by Mercer Advisors. Content, research, tools and stock or option symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. All investing involves risk, including the possible loss of principal.
For financial planning advice specific to your circumstances, talk to a qualified professional at Mercer Advisors.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply.