Why the Wealth Transfer Conversation Needs to Include Women Now
Mission Matters Business Podcast with Adam Torres

Why the Wealth Transfer Conversation Needs to Include Women Now

Jun 29, 2025
12:38
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About this episode

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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Episode Details

Author
Adam Torres
Show Type
full
Audio Format
audio/mpeg

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