Empowering Women in Wealth: Building Your Financial Future

With more opportunities for advancement than any other time in history, it’s no surprise that women are rising to the top as some of the world’s wealthiest and most influential individuals. According to a recent article in Forbes, “Women account for just over 13% of the world’s billionaires,” with no signs of slowing down.

This unprecedented rise in wealthy women comes with an equally unprecedented need for smart, tailor-made financial planning strategies. Since most women will have sole responsibility for their wealth at some point of their lives, it is more crucial than ever for them to feel empowered to take full ownership of their financial futures.

From wealth creation and inheritance to retirement planning and navigating life transitions like divorce or the loss of a spouse, it is especially essential for wealthy women to be proactive and knowledgeable about their financial futures. But sometimes, taking that first step can be daunting.

Even with the significant strides women have earned in self-made or inherited wealth accumulation, research shows that many face self-imposed limitations due to a lack of confidence in their financial knowledge and investment strategies.

For these ultra-high-net-worth women, wealth management is not a luxury; it’s a necessity. This is why partnering with the right wealth manager is so important. A skilled advisor can provide comprehensive and personalized guidance on all aspects of financial planning, including investing, budgeting, estate planning, taxes, and risk management. Collaborating with a trusted partner can help ensure the coordination and execution of a sustainable financial plan aligns with your personal goals, values, and lifestyle.

Here at Tolleson, we believe in empowering women and helping them create a robust financial strategy that supports their future, regardless of the source of wealth. We exist to align wealth planning with our client’s individual needs, preferences, and aspirations through comprehensive services like investment management, estate planning, and philanthropy. We collaborate closely with our clients, connecting regularly so strategies can be stress-tested and adjusted based on any changing circumstances.

Our team understands that wealth management is not just about growing wealth but also preserving it for future generations. Having the right wealth and estate plan in place can help you pass on your legacy in the most efficient way possible.

Find out how our team can best serve and empower you on your financial journey by getting in touch today.

Quote from “The Richest Women in The World 2024” by Forbes