Plan to make the most of your inheritance
The Great Wealth Transfer will put tens of trillions of dollars in the hands of women. But our research shows most women aren't prepared for it. Make a plan with Ellevest.
how can we support you
Prioritizing financial goals
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Investment management
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Tax efficiency
Values-aligned investing
Legacy planning
Prioritizing financial goals
Investment management
Tax efficiency
Values-aligned investing
Legacy planning
Choose a team that gets women’s finances.
Ellevest was built specifically to account for women’s differences. Traditional financial companies weren’t.
Different needs
62% of women say they have unique investment needs that other advisors do not understand.
Different lifespans
74% of women die single — meaning we ultimately benefit from being in control of our own finances.
Different priorities
79% of women say they want to invest for positive environmental, social, and governmental impact.
Navigate an inheritance with Ellevest
Connect with one of our financial experts to discuss your next steps before, during, or after receiving a financial windfall.
