Women, Jewelry & The Great Wealth Transfer
WHO DECIDES WHAT’S PRECIOUS
A full-arc conversation on collecting and the transfer of authority
The $124 trillion wealth transfer is gaining momentum. Women are its primary beneficiaries and jewelry is often overlooked and underestimated, as both a financial asset and a deeply emotional one.
At its core, this is a conversation about authority. Taste, agency, and decision-making power are passing into women’s hands at scale. Women are simultaneously becoming the buyers, the heirs, the stewards, and increasingly the advisors.
This salon-style conversation brings together three experts to cover the full arc from: intentional collecting and responsible sourcing to estate planning, tax strategy, valuation, and stewardship and governance that directs these assets forward.
THE NUMBERS
84% of women report lacking confidence managing an inheritance or windfall
Women are projected to control $34 trillion in investible assets by 2030, roughly 3x the start-of-decade figure
43% of women want an advisor who doubles as an educator
WHAT WE UNCOVER
The reframe: inheriting authority, not just “things”
From adorned to owner: the psychology of permission and desire
Taste as capital: women reshaping what the market values
The two ledgers: protecting emotional value with financial structure
The matrilineal future: stewardship, fiduciary blind spots, and the advisor’s role
The last word: one idea for every woman to walk away with
THE TAKEAWAYS
For the woman collector: permission and literacy.
The right structures turn intentional spending into a defensible, transferable long-term asset. Spending becomes stewardship.
For the advisor or fiduciary: a retention tool.
Passion assets are where clients are most emotional and most underserved. Learning to take them seriously is a competitive advantage.
YOUR SPEAKERS
A global tax expert, an art market advisor, and a fine jewelry concierge come together for a conversation spanning estate strategy, market valuation, and intentional collecting.
BUILT FOR YOUR ROOM
This conversation is designed to flex for private wealth managers, exclusive member organizations, family office gatherings, and estate and legal practitioners. Format is tailored to your audience, whether that looks like a workshop, fireside conversation, or curated networking experience.
Schedule a 15-minute call to explore a fit for your audience.