Why the Wealth Transfer Conversation Needs to Include Women Now episode artwork

EPISODE · Jun 29, 2025 · 12 MIN

Why the Wealth Transfer Conversation Needs to Include Women Now

from Mission Matters Money with Adam Torres · host Adam Torres

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: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episode metadata supplied by the publisher feed · Published Jun 29, 2025

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Why the Wealth Transfer Conversation Needs to Include Women Now

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