Wealth isn’t just about numbers—it’s about security, opportunity, and the legacy you build for yourself and your family. As a woman, your financial journey is shaped by your experiences and priorities, and you deserve a partner who truly gets that. Whether you’re advancing your career, managing family wealth, or planning for the future, we’re here to listen and help you navigate it all.
We’re more than just advisors—we’re committed partners who collaborate with you every step of the way to help you manage your wealth on your terms.
Founded by families for families, we’ve always recognized the important role women play in managing wealth. From our earliest days, women have had a seat at our leadership table. Today, our experienced female leaders and advisors make up more than half of our client relationship teams, bringing a unique perspective to understanding and addressing the financial priorities and concerns women face. We don’t just talk about it—we’re “walking the walk.”
We can help you achieve:
- Peace of mind. A clear wealth plan that gives you control and helps you navigate life’s changes.
- Wealth growth and protection. An investment strategy that aligns with your values and goals.
- A lasting legacy. A family legacy plan that connects generations through shared values and philanthropy.
You’ll find our perspective on wealth planning for women is unlike any in the industry. We’re ready to support you today—and in whatever the future holds.
"Today, more than 50% of our senior professionals are women, bringing their unique expertise to help you navigate your financial life with confidence.”
Gail Cohen
Chair Emerita
WALKING THE WALK
Are you ready to take control of your wealth?
National Fiduciary Counsel Paulina Mejia emphasizes the unique position of women in managing wealth and the importance of having a financial plan that aligns with your values and goals.
WEALTH PLANNING
Preparing for life changes
You can’t plan for every circumstance in your life, but you can be prepared for uncertainty. Leslie Bohner, Chief Fiduciary Officer, shares insights on estate and contingency planning tailored for women.
LEGACY PLANNING
Building your legacy
Your legacy isn’t just about assets. It’s about values, traditions and the impact you leave for future generations. Abby Axelrod-Wunderman, Philanthropic Director, offers insight on how women can shape their family’s future through philanthropy, education and shared values.
INVESTING
Supporting your values in your portfolio
You can empower your investment decisions to promote the kind of world you want to see. Kate Huntington, Head of Fiduciary Trust International’s Advisory Solutions Group, introduces the concepts of values alignment and impact for investors seeking to integrate their values with their financial goals.
Women & Wealth webinar: Navigating challenging transitions with confidence
The missing ingredient in most estate plans: Preparing your heirs
The risks of an outdated estate plan
The sandwich generation: Supporting family without getting squeezed
Do you have a financial contingency plan?
A lens on investor biases: Fair and accurate investment decisions that help empower women
Making an impact: Investment strategies that prioritize women
Lessons from a lifetime of leadership on progress in the workplace
Taking control: A woman’s guide to financial independence after divorce
Beyond your will: How to ensure your estate plan is complete
Talk to us today
We offer a unique program that helps build financial confidence and empowerment. Through in-person events, webinars, and expert-led content, we provide the tools and resources you need to take control of your financial future.