top of page

Future Proofing Your Family's Wealth: Webinar Recording Available to View!

The Great Wealth Transfer is history-making for women and their wealth. We want to make sure women are prepared for it. Lara Sass joined Emily Green, Ellevest Head of Wealth Management, for an important conversation covering the generational wealth opportunities and challenges families are encountering, including the immediate steps to take today to be prepared to give or receive a future windfall.

We invite you to use the following link to access the Zoom recording (free email registration required):

If this webinar brings up anything that you'd like to discuss with regard to your personal estate plan, please email us at or call us at (212) 971-9770.


bottom of page