KJH Insights: How Women are Reshaping the Family Dynamics of Wealth (March 2025)
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KJH Insights: How Women are Reshaping the Family Dynamics of Wealth (March 2025)
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About this listen
Sarah Bull is joined by Kate Pal, President and Estate Planning Advisor at Pal Insurance, and Ali Spinner, Partner of Tax and Estate Planning at Crowe Soberman LLP, to explore how women are earning, inheriting, and managing more wealth—and what that means for families.
Together, they go beyond the numbers to discuss:
• How family dynamics impact estate and wealth planning
• How women are leading and guiding the next generation
• How to take a more active role in your family’s financial future
Tune in for an inspiring conversation on leadership, legacy, and the evolving role of women in wealth.
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