The Wilmington Trust/Campden Research Women & Wealth Research 2009, produced in association with Relative Solutions, provides the most comprehensive look at how ultra-high-net-worth women are relating to and managing their wealth. The women who are now or fast becoming the beneficiaries of a massive transfer of wealth have also experienced societal changes that have opened up opportunities for them in their families and work lives.
This groundbreaking study provides an in-depth look at how exceptionally affluent women are taking control of their futures and steering their wealth to the betterment of their families and communities. It also provides insight into how wealth advisors can best serve them.
Why is this research so important?
This is the first study of its kind to show women of affluence taking a lead role in the oversight of their wealth, shedding light on how wealth advisors can best serve their clients.
It provides invaluable insight into the key concerns affluent women have about their wealth and what they would like to achieve with it, for themselves, their families and communities. The women who are now or fast becoming, the beneficiaries of a massive transfer of wealth have also experienced societal changes that have opened up opportunities for them in their families and work lives.
Findings cover the following: - What women want from their advisors - How affluent women view wealth in the context of their lives - How decisions around investments and spending are made in the family - Top concerns about the impact of wealth on their families - Spending habits - Future goals for their wealth
