Why the Wealth Transfer Conversation Needs to Include Wom...

What this episode covers

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

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Frequently Asked Questions

How long is this episode of Mission Matters Business Podcast with Adam Torres?

This episode is 12 minutes long.

When was this Mission Matters Business Podcast with Adam Torres episode published?

This episode was published on June 29, 2025.

What is this episode about?

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...

Can I download this Mission Matters Business Podcast with Adam Torres episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.