Family Wealth Report
Finance Leadership Drives Confidence Among Women – Beacon Pointe
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Role of Women in Wealth Management
While most of those surveyed don't say they are highly confident at handling money, the survey also shows that taking leadership of these issues changes the game dramatically. The stakes are high as women increase their wealth holdings amidst multi-trillion transfers and rise as wealth creators.
A survey of more than 10,000 female advisors, issued by Beacon Pointe Advisors, shows that fewer than a third (31 per cent) of those questioned feel highly confident about managing their finances, but those who lead such decisions are three times more confident.
With women becoming more prominent in the ranks of affluent/HNW wealth holders, wealth managers, private banks and advisors must adjust their offerings, recruitment and approach – an issue that this news service has explored before (see articles here and here, for example). In developed countries, women are due to inherit 70 per cent of wealth being transferred because of their superior longevity.
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The survey, conducted by HerWorth™, was conducted as the US goes through a multi-trillion-dollar intergenerational wealth transfer, with women becoming primary stewards of an unprecedented share of the nation’s wealth. As McKinsey & Co noted in May 2025, women control about one-third of all retail financial assets in the European Union and US, and this share is expected to rise to 40 to 45 per cent by 2030. Between 2018 and 2023, global financial wealth increased by 43 per cent, while the amount of wealth controlled by women rose by 51 per cent.
The HerWorth™ data was drawn from 10,012 women surveyed online from late 2025 through early 2026.
Nearly 40 per cent of women want more space to focus on their finances, the survey showed.
“When women become more involved in financial decisions, they ask different questions, make more informed choices, and become more confident over time,” Shannon Eusey, Beacon Pointe co-founder and chairman, said. “That is where real transformation happens. As more wealth shifts into women's hands over the coming decades, helping women build that confidence may be one of the greatest opportunities facing our industry. We hope these findings inspire more conversations, greater engagement, and stronger partnerships that empower women to lead with confidence."
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In early March, FWR spoke to UBS, the Swiss banking group, about the issues raised in finance for women at the annual International Women’s Day series of events.
“What needs to change is the culture of the conversation itself. Women are increasingly the long-term stewards of family wealth, yet they’re still not always centered in planning discussions in a meaningful way,” Wendy Holmes, managing director, private wealth advisor at UBS Private Wealth Management, part of UBS, said. Holmes is based in New York. “Longer lives bring both opportunity and responsibility, and women are often managing wealth later in life, often independently.”
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