Center for Women & Wealth

Supporting women as they create and manage wealth

Cultivating a community of women

The Center for Women and Wealth® (CW&W) is committed to engaging and supporting women as they create and manage wealth. We provide women with investment, planning and philanthropic resources derived from decades of experience through work with our Private Banking clients. The CW&W aims to cultivate a community, in person and online, where women can share experiences with each other and give advice to new generations of female leaders.

Women & Wealth Magazine Spring Issue 2023

In this issue of Women & Wealth Magazine, we feature a group of inspiring women business owners and leaders to watch in 2023 and look at the next generation of women business owners, estate planning for blended families, and time affluence.
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Our Latest Insights

  • Three people standing area financial charts and graphs and life-size bit-coin symbols

    The Piggy Bank Moves to the Cloud: Teaching Kids About Money in the Digital Age

  • Women-Wealth-2021-Five-Pieces-of-Advice-From-A-Professional-Trustee

    Five Pieces of Advice from a Professional Trustee to New Beneficiaries

  • Multi Generation Family Walking On Winter Beach With Dog Relaxing

    What We Believe: Principles of Successful Wealth Planning

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    Women & Wealth Magazine Spring Issue 2023

  • Group of 2023 Woment to Watch

    Women to Watch in 2023

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    The Next Generation of Women Business Owners Infographic

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Overview of Family Business

  • 35% of Fortune 500 companies are family-controlled
  • Family firms comprise 90% of all business enterprises in North America
  • 89% of North American family businesses engage in social responsibility activities
    • 77% contribute to their local community
    • 63% are involved in traditional philanthropy and grant-based giving
  • 34% of U.S. family businesses have a robust, documented and communicated succession plan in place
  • Decisions about succession take place earlier if the next family business leader is female

Focusing In on Women in Family Business

  • Just 5% of large family businesses have a female CEO, vs. 8% of Fortune Global 500 companies
  • Large family firms with a woman on board: 31% in 2021 vs. 16% in 2014
  • 70% of the largest family businesses are considering a woman as their next CEO, with 30% strongly considering it
  • Family businesses are grooming an average of four women for top leadership positions: one family member and three non-family members
  • Female-owned family firms experience greater family loyalty to the business, agreement with its goals, and pride in the business
  • Woman-owned family firms have a 40% lower rate of family member attrition in the business

 

Past Issues of Women & Wealth Magazine

  • Women & Wealth Magazine Fall Issue 2022

  • Full cover of the Summer 2022 issue of Women and Wealth Magazine

    Women & Wealth Magazine Summer Issue 2022

  • Full cover of the Spring 2022 issue of Women and Wealth Magazine

    Women & Wealth Magazine Spring Issue 2022

  • Full cover of the fall 2021 issue of Women and Wealth Magazine

    Women & Wealth Magazine Fall Issue 2021

  • Full cover of the summer 2021 issue of Women and Wealth Magazine

    Women & Wealth Magazine Summer Issue 2021

  • Women-Wealth-spring-2021

    Women & Wealth Magazine Spring Issue 2021

  • Women & Wealth Magazine Winter Issue 2021

    Women & Wealth Magazine Winter Issue 2021

  • Women & Wealth Magazine Fall Issue 2020

    Women & Wealth Magazine Fall Issue 2020

  • Women & Wealth Magazine Winter Issue 2021

    Women & Wealth Magazine Spring Issue 2020

  • Tiffani Faison with a plate of food and a glass of wine in front of her

    Women & Wealth Magazine Winter Issue 2020

Partnerships

New America: Better Life Lab

The Better Life Lab, an initiative from the think tank and civic enterprise New America, is a leader in the national conversation surrounding the evolution of gender roles and norms, family policy and how we work and live. They are policy entrepreneurs finding outside-the-box solutions to public problems and using research, data and reporting to inform their work and tell the stories that motivate, edify and engender change.

Women’s Philanthropy Institute

The Women’s Philanthropy Institute (WPI) is part of the Indiana University Lilly Family School of Philanthropy. WPI increases understanding of women’s philanthropy through rigorous research and education, interpreting and sharing these insights broadly to improve philanthropy.

If you would like to be more involved with the CW&W, contact us at CW&W@bbh.com.

 

Contact Us

This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.

 

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